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Kestra Advisory Services, LLC: FUTY position timeline

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

Kestra Advisory Services, LLC held 554,733 FUTY 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 554,733 shares
    Change vs previous 13F -2,609 shares

    0.08% of the 13F portfolio, value $32,407,470.

    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: 4,964 shares
    • Kestra Advisory Services, LLC: 549,769 shares

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

  2. period ended2026-03-31
    13F 557,342 shares
    Change vs previous 13F +66,769 shares

    0.1% of the 13F portfolio, value $32,922,239.

    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: 4,707 shares
    • Kestra Advisory Services, LLC: 552,635 shares

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

  3. period ended2025-12-31
    13F 490,573 shares
    Change vs previous 13F +35,790 shares

    0.08% of the 13F portfolio, value $27,089,428.

    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: 4,462 shares
    • Kestra Advisory Services, LLC: 486,111 shares

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

  4. period ended2025-09-30
    13F 454,783 shares
    Change vs previous 13F +25,108 shares

    0.09% of the 13F portfolio, value $25,681,576.

    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: 4,148 shares
    • Kestra Advisory Services, LLC: 450,635 shares

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

  5. period ended2025-06-30
    13F 429,675 shares
    Change vs previous 13F +62,898 shares

    0.08% of the 13F portfolio, value $22,600,909.

    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: 4,234 shares
    • Kestra Advisory Services, LLC: 425,441 shares

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

  6. period ended2025-03-31
    13F 366,777 shares
    Change vs previous 13F +35,398 shares

    0.07% of the 13F portfolio, value $18,687,288.

    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: 4,663 shares
    • Kestra Advisory Services, LLC: 362,114 shares

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

  7. period ended2024-12-31
    13F 331,379 shares
    Change vs previous 13F +30,424 shares

    0.09% of the 13F portfolio, value $16,161,353.

    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: 331,379 shares

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

  8. period ended2024-09-30
    13F 300,955 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,595,511.

    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: 3,995 shares
    • Kestra Advisory Services, LLC: 296,960 shares

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