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Kestra Advisory Services, LLC: FTCB position timeline

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

Kestra Advisory Services, LLC held 1,989,989 FTCB 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 1,989,989 shares
    Change vs previous 13F +83,448 shares

    0.09% of the 13F portfolio, value $41,501,223.

    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: 235,889 shares
    • Kestra Advisory Services, LLC: 1,731,816 shares
    • Kestra Investment Management, LLC: 22,284 shares

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

  2. period ended2026-03-31
    13F 1,906,541 shares
    Change vs previous 13F +54,750 shares

    0.1% of the 13F portfolio, value $39,961,094.

    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: 219,148 shares
    • Kestra Advisory Services, LLC: 1,660,470 shares
    • Kestra Investment Management, LLC: 26,923 shares

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

  3. period ended2025-12-31
    13F 1,851,791 shares
    Change vs previous 13F +64,558 shares

    0.11% of the 13F portfolio, value $39,313,514.

    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: 179,673 shares
    • Kestra Advisory Services, LLC: 1,653,675 shares
    • Kestra Investment Management, LLC: 18,443 shares

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

  4. period ended2025-09-30
    13F 1,787,233 shares
    Change vs previous 13F +364,953 shares

    0.11% of the 13F portfolio, value $38,085,938.

    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: 172,245 shares
    • Kestra Advisory Services, LLC: 1,603,198 shares
    • Kestra Investment Management, LLC: 11,790 shares

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

  5. period ended2025-06-30
    13F/A 1,422,280 shares
    Change vs previous 13F +59,487 shares

    0.13% of the 13F portfolio, value $29,953,202.

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

    • Kestra Advisory Services, LLC: 1,409,793 shares
    • Kestra Investment Management, LLC: 12,487 shares

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

  6. period ended2025-03-31
    13F/A 1,362,793 shares
    Change vs previous 13F +611,955 shares

    0.12% of the 13F portfolio, value $28,605,025.

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

    • Kestra Advisory Services, LLC: 1,352,171 shares
    • Kestra Investment Management, LLC: 10,622 shares

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

  7. period ended2024-12-31
    13F 750,838 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,504,805.

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

    • Kestra Advisory Services, LLC: 741,859 shares
    • Kestra Investment Management, LLC: 8,979 shares

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