Skip to content
Disclosery

Kestra Advisory Services, LLC: FYEE position timeline

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

Kestra Advisory Services, LLC held 174,881 FYEE 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 174,881 shares
    Change vs previous 13F +37,802 shares

    0.01% of the 13F portfolio, value $5,052,300.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 140,234 shares
    • Kestra Advisory Services, LLC: 34,647 shares

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

  2. period ended2026-03-31
    13F 137,079 shares
    Change vs previous 13F +1,095 shares

    0.05% of the 13F portfolio, value $3,718,959.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 137,079 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 135,984 shares
    Change vs previous 13F +135,984 shares

    0.01% of the 13F portfolio, value $3,900,020.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 37,910 shares
    • Kestra Advisory Services, LLC: 5,594 shares
    • Kestra Investment Management, LLC: 92,480 shares

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -24,312 shares

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 24,312 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $611,398.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH 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 ended2024-12-31
    13F 24,033 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $642,198.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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