Skip to content
Disclosery

Kestra Advisory Services, LLC: FTRI position timeline

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

Kestra Advisory Services, LLC held 39,818 FTRI 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 39,818 shares
    Change vs previous 13F -2,091 shares

    <0.01% of the 13F portfolio, value $631,919.

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

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

  2. period ended2026-03-31
    13F 41,909 shares
    Change vs previous 13F -2,798 shares

    <0.01% of the 13F portfolio, value $748,076.

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

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

  3. period ended2025-12-31
    13F 44,707 shares
    Change vs previous 13F -7,237 shares

    <0.01% of the 13F portfolio, value $700,515.

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

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

  4. period ended2025-09-30
    13F 51,944 shares
    Change vs previous 13F +1,427 shares

    <0.01% of the 13F portfolio, value $789,260.

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

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

  5. period ended2025-06-30
    13F 50,517 shares
    Change vs previous 13F +898 shares

    <0.01% of the 13F portfolio, value $718,858.

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

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

  6. period ended2025-03-31
    13F/A 49,619 shares
    Change vs previous 13F -13,032 shares

    <0.01% of the 13F portfolio, value $656,956.

    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: 49,619 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 62,651 shares
    Change vs previous 13F +43,492 shares

    <0.01% of the 13F portfolio, value $753,435.

    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: 62,572 shares
    • Kestra Investment Management, LLC: 79 shares

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

  8. period ended2024-09-30
    13F 19,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $258,416.

    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: 0 shares
    • Kestra Advisory Services, LLC: 19,159 shares

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