Kestra Advisory Services, LLC: FTSM position timeline

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

Kestra Advisory Services, LLC held 423,898 FTSM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 423,898 shares
Change vs previous 13F +72,864 shares
0.06% of the 13F portfolio, value $25,319,402.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 153,490 shares
- Kestra Advisory Services, LLC: 270,408 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 351,034 shares
Change vs previous 13F +6,376 shares
0.06% of the 13F portfolio, value $20,984,814.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 137,612 shares
- Kestra Advisory Services, LLC: 213,422 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 344,658 shares
Change vs previous 13F +10,642 shares
0.06% of the 13F portfolio, value $20,655,340.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 173,636 shares
- Kestra Advisory Services, LLC: 171,022 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 334,016 shares
Change vs previous 13F -78,863 shares
0.07% of the 13F portfolio, value $20,010,859.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 165,710 shares
- Kestra Advisory Services, LLC: 168,306 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 412,879 shares
Change vs previous 13F +25,193 shares
0.09% of the 13F portfolio, value $24,719,085.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 164,220 shares
- Kestra Advisory Services, LLC: 248,659 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 387,686 shares
Change vs previous 13F -24,738 shares
0.09% of the 13F portfolio, value $23,199,130.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 123,001 shares
- Kestra Advisory Services, LLC: 264,685 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 412,424 shares
Change vs previous 13F -55,347 shares
0.09% of the 13F portfolio, value $24,650,582.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 108,810 shares
- Kestra Advisory Services, LLC: 303,294 shares
- Kestra Investment Management, LLC: 320 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 467,771 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $28,005,472.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 105,322 shares
- Kestra Advisory Services, LLC: 362,449 shares
Acceptance time not in the bulk data set (spec §4.2).