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Kestra Advisory Services, LLC: KFY position timeline

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

Kestra Advisory Services, LLC held 12,503 KFY 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 12,503 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $832,449.

    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 12,387 shares
    Change vs previous 13F -10,203 shares

    <0.01% of the 13F portfolio, value $779,745.

    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: 0 shares
    • Kestra Advisory Services, LLC: 12,387 shares

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

  3. period ended2025-12-31
    13F 22,590 shares
    Change vs previous 13F +982 shares

    <0.01% of the 13F portfolio, value $1,491,392.

    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: 10,039 shares
    • Kestra Advisory Services, LLC: 12,551 shares

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

  4. period ended2025-09-30
    13F 21,608 shares
    Change vs previous 13F +4,990 shares

    0.01% of the 13F portfolio, value $1,512,126.

    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: 9,655 shares
    • Kestra Advisory Services, LLC: 11,953 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 16,618 shares
    Change vs previous 13F +9,877 shares

    <0.01% of the 13F portfolio, value $1,218,595.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,295 shares
    • Kestra Advisory Services, LLC: 6,744 shares
    • Kestra Investment Management, LLC: 579 shares

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

  6. period ended2025-03-31
    13F/A 6,741 shares
    Change vs previous 13F +490 shares

    <0.01% of the 13F portfolio, value $457,242.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,404 shares
    • Kestra Investment Management, LLC: 337 shares

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

  7. period ended2024-12-31
    13F 6,251 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $421,630.

    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 6,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $464,594.

    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).