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Kestra Advisory Services, LLC: FUN position timeline

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

Kestra Advisory Services, LLC held 19,832 FUN 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 19,832 shares
    Change vs previous 13F -1,538 shares

    <0.01% of the 13F portfolio, value $422,427.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH 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 21,370 shares
    Change vs previous 13F -2,403 shares

    <0.01% of the 13F portfolio, value $379,322.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH 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 23,773 shares
    Change vs previous 13F -10,903 shares

    <0.01% of the 13F portfolio, value $364,682.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH 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 34,676 shares
    Change vs previous 13F -7,713 shares

    0.01% of the 13F portfolio, value $787,838.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 42,389 shares
    Change vs previous 13F -685 shares

    0.02% of the 13F portfolio, value $1,289,897.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH 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 43,074 shares
    Change vs previous 13F -5,115 shares

    0.03% of the 13F portfolio, value $1,536,450.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,074 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 48,189 shares
    Change vs previous 13F -6,983 shares

    0.01% of the 13F portfolio, value $2,322,234.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,440 shares
    • Kestra Advisory Services, LLC: 4,453 shares
    • Kestra Investment Management, LLC: 296 shares

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

  8. period ended2024-09-30
    13F 55,172 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,223,986.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,898 shares
    • Kestra Advisory Services, LLC: 9,274 shares

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