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Kestra Advisory Services, LLC: FXZ position timeline

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

Kestra Advisory Services, LLC held 15,338 FXZ 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 15,338 shares
    Change vs previous 13F +171 shares

    <0.01% of the 13F portfolio, value $1,218,430.

    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 15,167 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $1,155,851.

    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 14,310 shares
    Change vs previous 13F +413 shares

    <0.01% of the 13F portfolio, value $927,634.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 13,897 shares
    Change vs previous 13F -232 shares

    <0.01% of the 13F portfolio, value $855,919.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 14,129 shares
    Change vs previous 13F +2,348 shares

    <0.01% of the 13F portfolio, value $804,662.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 11,781 shares
    Change vs previous 13F -3,106 shares

    <0.01% of the 13F portfolio, value $653,256.

    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: 0 shares
    • Kestra Advisory Services, LLC: 11,781 shares

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

  7. period ended2024-12-31
    13F 14,887 shares
    Change vs previous 13F +1,964 shares

    <0.01% of the 13F portfolio, value $845,730.

    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: 3,610 shares
    • Kestra Advisory Services, LLC: 11,277 shares

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

  8. period ended2024-09-30
    13F 12,923 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $866,387.

    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: 3,399 shares
    • Kestra Advisory Services, LLC: 9,524 shares

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