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Kestra Advisory Services, LLC: HFRO position timeline

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

Kestra Advisory Services, LLC held 15,591 HFRO 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 15,591 shares
    Change vs previous 13F -19,694 shares

    <0.01% of the 13F portfolio, value $111,163.

    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 35,285 shares
    Change vs previous 13F +1,108 shares

    <0.01% of the 13F portfolio, value $201,477.

    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 34,177 shares
    Change vs previous 13F +12,687 shares

    <0.01% of the 13F portfolio, value $204,381.

    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 21,490 shares
    Change vs previous 13F -1,976 shares

    <0.01% of the 13F portfolio, value $136,464.

    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 23,466 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $122,022.

    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 23,070 shares
    Change vs previous 13F +367 shares

    <0.01% of the 13F portfolio, value $119,964.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 22,703 shares
    Change vs previous 13F -5,485 shares

    <0.01% of the 13F portfolio, value $117,829.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 28,188 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $172,792.

    13F-HR 0001830819-24-000009 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).