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Kestra Advisory Services, LLC: NFJ position timeline

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

Kestra Advisory Services, LLC held 126,508 NFJ 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 126,508 shares
    Change vs previous 13F +8,789 shares

    0.01% of the 13F portfolio, value $1,921,653.

    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 117,719 shares
    Change vs previous 13F -4,006 shares

    0.01% of the 13F portfolio, value $1,484,439.

    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 121,725 shares
    Change vs previous 13F +28,180 shares

    0.01% of the 13F portfolio, value $1,569,040.

    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 93,545 shares
    Change vs previous 13F +26,661 shares

    0.01% of the 13F portfolio, value $1,217,014.

    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 66,884 shares
    Change vs previous 13F -2,075 shares

    <0.01% of the 13F portfolio, value $829,360.

    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 68,959 shares
    Change vs previous 13F +569 shares

    <0.01% of the 13F portfolio, value $836,473.

    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 68,390 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $863,766.

    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).