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Kestra Advisory Services, LLC: FXD position timeline

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

Kestra Advisory Services, LLC held 17,179 FXD 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 17,179 shares
    Change vs previous 13F -1,855 shares

    <0.01% of the 13F portfolio, value $1,188,242.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory 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 19,034 shares
    Change vs previous 13F +1,150 shares

    <0.01% of the 13F portfolio, value $1,218,584.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory 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 17,884 shares
    Change vs previous 13F -6,097 shares

    0.01% of the 13F portfolio, value $1,222,700.

    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: 17,884 shares

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

  4. period ended2025-09-30
    13F 23,981 shares
    Change vs previous 13F +3,142 shares

    0.01% of the 13F portfolio, value $1,635,989.

    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: 6,242 shares
    • Kestra Advisory Services, LLC: 17,739 shares

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

  5. period ended2025-06-30
    13F 20,839 shares
    Change vs previous 13F +4,266 shares

    <0.01% of the 13F portfolio, value $1,322,057.

    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: 7,030 shares
    • Kestra Advisory Services, LLC: 13,809 shares

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

  6. period ended2025-03-31
    13F 16,573 shares
    Change vs previous 13F -1,633 shares

    <0.01% of the 13F portfolio, value $959,411.

    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: 8,126 shares
    • Kestra Advisory Services, LLC: 8,447 shares

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

  7. period ended2024-12-31
    13F 18,206 shares
    Change vs previous 13F +3,615 shares

    <0.01% of the 13F portfolio, value $1,176,654.

    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: 8,795 shares
    • Kestra Advisory Services, LLC: 9,411 shares

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

  8. period ended2024-09-30
    13F 14,591 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $923,477.

    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: 8,493 shares
    • Kestra Advisory Services, LLC: 6,098 shares

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