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Kestra Advisory Services, LLC: FTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on FTA, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 35,270 FTA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,270 shares
    Change vs previous 13F -409 shares

    0.01% of the 13F portfolio, value $3,414,006.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,785 shares
    • Kestra Advisory Services, LLC: 20,485 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,679 shares
    Change vs previous 13F -26,115 shares

    0.01% of the 13F portfolio, value $3,294,948.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,206 shares
    • Kestra Advisory Services, LLC: 20,473 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,794 shares
    Change vs previous 13F -83 shares

    0.02% of the 13F portfolio, value $5,323,359.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 42,308 shares
    • Kestra Advisory Services, LLC: 19,486 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,877 shares
    Change vs previous 13F -2,394 shares

    0.02% of the 13F portfolio, value $5,156,017.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,555 shares
    • Kestra Advisory Services, LLC: 18,322 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,271 shares
    Change vs previous 13F +1,390 shares

    0.02% of the 13F portfolio, value $5,053,590.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,782 shares
    • Kestra Advisory Services, LLC: 20,489 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 62,881 shares
    Change vs previous 13F -3,824 shares

    0.02% of the 13F portfolio, value $4,824,230.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,593 shares
    • Kestra Advisory Services, LLC: 19,288 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,705 shares
    Change vs previous 13F -2,790 shares

    0.02% of the 13F portfolio, value $5,100,264.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,916 shares
    • Kestra Advisory Services, LLC: 21,744 shares
    • Kestra Investment Management, LLC: 45 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 69,495 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,499,118.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,183 shares
    • Kestra Advisory Services, LLC: 23,312 shares

    Acceptance time not in the bulk data set (spec §4.2).