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Kestra Advisory Services, LLC: FYX position timeline

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

Kestra Advisory Services, LLC held 53,237 FYX 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 53,237 shares
    Change vs previous 13F -7,869 shares

    0.02% of the 13F portfolio, value $7,681,806.

    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: 2,752 shares
    • Kestra Advisory Services, LLC: 50,485 shares

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

  2. period ended2026-03-31
    13F 61,106 shares
    Change vs previous 13F +2,387 shares

    0.02% of the 13F portfolio, value $7,293,313.

    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: 2,701 shares
    • Kestra Advisory Services, LLC: 58,405 shares

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

  3. period ended2025-12-31
    13F 58,719 shares
    Change vs previous 13F -620 shares

    0.02% of the 13F portfolio, value $6,643,464.

    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: 2,791 shares
    • Kestra Advisory Services, LLC: 55,928 shares

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

  4. period ended2025-09-30
    13F 59,339 shares
    Change vs previous 13F -5,300 shares

    0.02% of the 13F portfolio, value $6,466,818.

    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: 2,645 shares
    • Kestra Advisory Services, LLC: 56,694 shares

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

  5. period ended2025-06-30
    13F 64,639 shares
    Change vs previous 13F -1,540 shares

    0.02% of the 13F portfolio, value $6,288,054.

    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: 2,695 shares
    • Kestra Advisory Services, LLC: 61,944 shares

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

  6. period ended2025-03-31
    13F 66,179 shares
    Change vs previous 13F -1,567 shares

    0.02% of the 13F portfolio, value $5,962,066.

    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: 2,852 shares
    • Kestra Advisory Services, LLC: 63,327 shares

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

  7. period ended2024-12-31
    13F 67,746 shares
    Change vs previous 13F +2,553 shares

    0.03% of the 13F portfolio, value $6,846,411.

    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: 2,869 shares
    • Kestra Advisory Services, LLC: 64,877 shares

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

  8. period ended2024-09-30
    13F 65,193 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,488,611.

    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: 2,869 shares
    • Kestra Advisory Services, LLC: 62,324 shares

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