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Kestra Advisory Services, LLC: FXN position timeline

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

Kestra Advisory Services, LLC held 57,963 FXN 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 57,963 shares
    Change vs previous 13F -5,194 shares

    <0.01% of the 13F portfolio, value $1,172,588.

    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: 11,430 shares
    • Kestra Advisory Services, LLC: 46,533 shares

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

  2. period ended2026-03-31
    13F 63,157 shares
    Change vs previous 13F +2,684 shares

    <0.01% of the 13F portfolio, value $1,418,490.

    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: 12,034 shares
    • Kestra Advisory Services, LLC: 51,123 shares

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

  3. period ended2025-12-31
    13F 60,473 shares
    Change vs previous 13F -2,220 shares

    <0.01% of the 13F portfolio, value $996,002.

    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: 12,031 shares
    • Kestra Advisory Services, LLC: 48,442 shares

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

  4. period ended2025-09-30
    13F 62,693 shares
    Change vs previous 13F -11,747 shares

    <0.01% of the 13F portfolio, value $1,021,897.

    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: 12,027 shares
    • Kestra Advisory Services, LLC: 50,666 shares

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

  5. period ended2025-06-30
    13F 74,440 shares
    Change vs previous 13F -2,233 shares

    <0.01% of the 13F portfolio, value $1,130,006.

    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: 12,023 shares
    • Kestra Advisory Services, LLC: 62,417 shares

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

  6. period ended2025-03-31
    13F 76,673 shares
    Change vs previous 13F -15,400 shares

    <0.01% of the 13F portfolio, value $1,266,638.

    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: 12,559 shares
    • Kestra Advisory Services, LLC: 64,114 shares

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

  7. period ended2024-12-31
    13F 92,073 shares
    Change vs previous 13F +51,830 shares

    0.01% of the 13F portfolio, value $1,504,473.

    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: 15,555 shares
    • Kestra Advisory Services, LLC: 76,518 shares

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

  8. period ended2024-09-30
    13F 40,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $652,740.

    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: 15,399 shares
    • Kestra Advisory Services, LLC: 24,844 shares

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