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Kestra Advisory Services, LLC: NFTY position timeline

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

Kestra Advisory Services, LLC held 7,536 NFTY 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 7,536 shares
    Change vs previous 13F -4,168 shares

    <0.01% of the 13F portfolio, value $405,412.

    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 11,704 shares
    Change vs previous 13F -35,437 shares

    <0.01% of the 13F portfolio, value $602,711.

    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: 11,704 shares

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

  3. period ended2025-12-31
    13F 47,141 shares
    Change vs previous 13F -167,541 shares

    0.01% of the 13F portfolio, value $2,749,316.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,092 shares
    • Kestra Advisory Services, LLC: 16,049 shares

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

  4. period ended2025-09-30
    13F 214,682 shares
    Change vs previous 13F +3,116 shares

    0.04% of the 13F portfolio, value $12,219,826.

    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: 33,792 shares
    • Kestra Advisory Services, LLC: 180,890 shares

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

  5. period ended2025-06-30
    13F 211,566 shares
    Change vs previous 13F +25,423 shares

    0.05% of the 13F portfolio, value $12,687,616.

    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: 32,239 shares
    • Kestra Advisory Services, LLC: 179,327 shares

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

  6. period ended2025-03-31
    13F/A 186,143 shares
    Change vs previous 13F +11,817 shares

    0.05% of the 13F portfolio, value $10,379,334.

    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: 186,143 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 174,326 shares
    Change vs previous 13F +4,659 shares

    0.05% of the 13F portfolio, value $9,760,513.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 173,232 shares
    • Kestra Investment Management, LLC: 1,094 shares

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

  8. period ended2024-09-30
    13F 169,667 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $11,001,180.

    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).