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Kestra Advisory Services, LLC: FTC position timeline

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

Kestra Advisory Services, LLC held 15,746 FTC 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 15,746 shares
    Change vs previous 13F -1,697 shares

    0.01% of the 13F portfolio, value $3,051,034.

    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: 5,608 shares
    • Kestra Advisory Services, LLC: 10,138 shares

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

  2. period ended2026-03-31
    13F 17,443 shares
    Change vs previous 13F -777 shares

    0.01% of the 13F portfolio, value $2,688,779.

    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: 5,973 shares
    • Kestra Advisory Services, LLC: 11,470 shares

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

  3. period ended2025-12-31
    13F 18,220 shares
    Change vs previous 13F +360 shares

    0.01% of the 13F portfolio, value $2,913,005.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,956 shares
    • Kestra Advisory Services, LLC: 11,264 shares

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

  4. period ended2025-09-30
    13F 17,860 shares
    Change vs previous 13F -1,421 shares

    0.01% of the 13F portfolio, value $2,869,300.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,595 shares
    • Kestra Advisory Services, LLC: 11,265 shares

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

  5. period ended2025-06-30
    13F 19,281 shares
    Change vs previous 13F +1,947 shares

    0.01% of the 13F portfolio, value $2,910,795.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,955 shares
    • Kestra Advisory Services, LLC: 12,326 shares

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

  6. period ended2025-03-31
    13F 17,334 shares
    Change vs previous 13F -1,220 shares

    0.01% of the 13F portfolio, value $2,277,688.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,364 shares
    • Kestra Advisory Services, LLC: 10,970 shares

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

  7. period ended2024-12-31
    13F 18,554 shares
    Change vs previous 13F +458 shares

    0.01% of the 13F portfolio, value $2,565,091.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,466 shares
    • Kestra Advisory Services, LLC: 12,088 shares

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

  8. period ended2024-09-30
    13F 18,096 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,378,603.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,805 shares
    • Kestra Advisory Services, LLC: 11,291 shares

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