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Kestra Advisory Services, LLC: FV position timeline

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

Kestra Advisory Services, LLC held 117,540 FV 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 117,540 shares
    Change vs previous 13F -4,372 shares

    0.02% of the 13F portfolio, value $8,918,988.

    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: 33,188 shares
    • Kestra Advisory Services, LLC: 84,352 shares

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

  2. period ended2026-03-31
    13F 121,912 shares
    Change vs previous 13F +6,164 shares

    0.02% of the 13F portfolio, value $7,368,103.

    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: 34,248 shares
    • Kestra Advisory Services, LLC: 87,664 shares

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

  3. period ended2025-12-31
    13F 115,748 shares
    Change vs previous 13F +14,860 shares

    0.02% of the 13F portfolio, value $7,282,857.

    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: 38,027 shares
    • Kestra Advisory Services, LLC: 77,721 shares

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

  4. period ended2025-09-30
    13F 100,888 shares
    Change vs previous 13F -18,109 shares

    0.02% of the 13F portfolio, value $6,246,932.

    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: 37,916 shares
    • Kestra Advisory Services, LLC: 62,972 shares

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

  5. period ended2025-06-30
    13F 118,997 shares
    Change vs previous 13F +7,366 shares

    0.03% of the 13F portfolio, value $7,051,776.

    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: 38,913 shares
    • Kestra Advisory Services, LLC: 80,084 shares

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

  6. period ended2025-03-31
    13F 111,631 shares
    Change vs previous 13F -22,044 shares

    0.02% of the 13F portfolio, value $6,124,076.

    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: 42,191 shares
    • Kestra Advisory Services, LLC: 69,440 shares

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

  7. period ended2024-12-31
    13F 133,675 shares
    Change vs previous 13F +18,092 shares

    0.03% of the 13F portfolio, value $7,894,846.

    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: 44,129 shares
    • Kestra Advisory Services, LLC: 89,546 shares

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

  8. period ended2024-09-30
    13F 115,583 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,735,014.

    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: 46,231 shares
    • Kestra Advisory Services, LLC: 69,352 shares

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