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Kestra Advisory Services, LLC: FTMU position timeline

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

Kestra Advisory Services, LLC held 98,673 FTMU 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 98,673 shares
    Change vs previous 13F +604 shares

    <0.01% of the 13F portfolio, value $782,476.

    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: 13,952 shares
    • Kestra Advisory Services, LLC: 84,721 shares

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

  2. period ended2026-03-31
    13F 98,069 shares
    Change vs previous 13F +49,820 shares

    <0.01% of the 13F portfolio, value $763,958.

    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: 13,875 shares
    • Kestra Advisory Services, LLC: 84,194 shares

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

  3. period ended2025-12-31
    13F 48,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $377,071.

    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: 12,546 shares
    • Kestra Advisory Services, LLC: 35,703 shares

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