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Kestra Advisory Services, LLC: FTV position timeline

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

Kestra Advisory Services, LLC held 8,585 FTV 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 8,585 shares
    Change vs previous 13F -4,109 shares

    <0.01% of the 13F portfolio, value $524,468.

    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: 0 shares
    • Kestra Advisory Services, LLC: 8,585 shares

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

  2. period ended2026-03-31
    13F 12,694 shares
    Change vs previous 13F +4,036 shares

    <0.01% of the 13F portfolio, value $701,688.

    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: 4,581 shares
    • Kestra Advisory Services, LLC: 8,113 shares

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

  3. period ended2025-12-31
    13F 8,658 shares
    Change vs previous 13F -4,536 shares

    <0.01% of the 13F portfolio, value $478,007.

    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: 0 shares
    • Kestra Advisory Services, LLC: 8,658 shares

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

  4. period ended2025-09-30
    13F 13,194 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $646,370.

    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: 4,562 shares
    • Kestra Advisory Services, LLC: 8,632 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 12,980 shares
    Change vs previous 13F +528 shares

    <0.01% of the 13F portfolio, value $676,637.

    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: 5,098 shares
    • Kestra Advisory Services, LLC: 7,858 shares
    • Kestra Investment Management, LLC: 24 shares

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

  6. period ended2025-03-31
    13F/A 12,452 shares
    Change vs previous 13F +1,845 shares

    <0.01% of the 13F portfolio, value $911,237.

    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: 4,561 shares
    • Kestra Advisory Services, LLC: 7,891 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 10,607 shares
    Change vs previous 13F -7,123 shares

    <0.01% of the 13F portfolio, value $795,525.

    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: 0 shares
    • Kestra Advisory Services, LLC: 10,383 shares
    • Kestra Investment Management, LLC: 224 shares

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

  8. period ended2024-09-30
    13F 17,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,399,463.

    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: 5,314 shares
    • Kestra Advisory Services, LLC: 12,416 shares

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