Skip to content
Disclosery

Kestra Advisory Services, LLC: FVD position timeline

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

Kestra Advisory Services, LLC held 1,054,108 FVD 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 1,054,108 shares
    Change vs previous 13F -127,327 shares

    0.11% of the 13F portfolio, value $50,786,901.

    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: 205,971 shares
    • Kestra Advisory Services, LLC: 842,919 shares
    • Kestra Investment Management, LLC: 5,218 shares

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

  2. period ended2026-03-31
    13F 1,181,435 shares
    Change vs previous 13F -55,790 shares

    0.14% of the 13F portfolio, value $55,562,847.

    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: 311,045 shares
    • Kestra Advisory Services, LLC: 865,457 shares
    • Kestra Investment Management, LLC: 4,933 shares

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

  3. period ended2025-12-31
    13F 1,237,225 shares
    Change vs previous 13F -32,002 shares

    0.16% of the 13F portfolio, value $57,011,320.

    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: 361,535 shares
    • Kestra Advisory Services, LLC: 871,065 shares
    • Kestra Investment Management, LLC: 4,625 shares

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

  4. period ended2025-09-30
    13F 1,269,227 shares
    Change vs previous 13F -30,816 shares

    0.2% of the 13F portfolio, value $58,689,029.

    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: 379,115 shares
    • Kestra Advisory Services, LLC: 890,112 shares

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

  5. period ended2025-06-30
    13F 1,300,043 shares
    Change vs previous 13F +345 shares

    0.21% of the 13F portfolio, value $58,111,923.

    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: 371,926 shares
    • Kestra Advisory Services, LLC: 928,117 shares

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

  6. period ended2025-03-31
    13F/A 1,299,698 shares
    Change vs previous 13F -28,239 shares

    0.22% of the 13F portfolio, value $57,953,534.

    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: 344,757 shares
    • Kestra Advisory Services, LLC: 954,941 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 1,327,937 shares
    Change vs previous 13F +621 shares

    0.22% of the 13F portfolio, value $57,951,170.

    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: 338,763 shares
    • Kestra Advisory Services, LLC: 988,611 shares
    • Kestra Investment Management, LLC: 563 shares

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

  8. period ended2024-09-30
    13F 1,327,316 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $60,379,622.

    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: 345,892 shares
    • Kestra Advisory Services, LLC: 981,424 shares

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