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Kestra Advisory Services, LLC: NZF position timeline

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

Kestra Advisory Services, LLC held 439,598 NZF 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 439,598 shares
    Change vs previous 13F +38,534 shares

    0.02% of the 13F portfolio, value $5,574,101.

    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 401,064 shares
    Change vs previous 13F -1,152 shares

    0.02% of the 13F portfolio, value $4,916,643.

    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: 401,064 shares

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

  3. period ended2025-12-31
    13F 402,216 shares
    Change vs previous 13F -1,707 shares

    0.02% of the 13F portfolio, value $5,059,883.

    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: 35,753 shares
    • Kestra Advisory Services, LLC: 366,463 shares

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

  4. period ended2025-09-30
    13F 403,923 shares
    Change vs previous 13F +12,681 shares

    0.02% of the 13F portfolio, value $5,073,267.

    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: 36,061 shares
    • Kestra Advisory Services, LLC: 367,862 shares

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

  5. period ended2025-06-30
    13F 391,242 shares
    Change vs previous 13F -23,686 shares

    0.02% of the 13F portfolio, value $4,663,600.

    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: 24,889 shares
    • Kestra Advisory Services, LLC: 366,353 shares

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

  6. period ended2025-03-31
    13F 414,928 shares
    Change vs previous 13F +103,893 shares

    0.02% of the 13F portfolio, value $5,074,570.

    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: 24,630 shares
    • Kestra Advisory Services, LLC: 390,298 shares

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

  7. period ended2024-12-31
    13F 311,035 shares
    Change vs previous 13F -75,796 shares

    0.02% of the 13F portfolio, value $3,785,296.

    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: 24,896 shares
    • Kestra Advisory Services, LLC: 286,139 shares

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

  8. period ended2024-09-30
    13F 386,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,067,488.

    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: 30,976 shares
    • Kestra Advisory Services, LLC: 355,855 shares

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