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Kestra Advisory Services, LLC: PBFR position timeline

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

Kestra Advisory Services, LLC held 370,258 PBFR 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 370,258 shares
    Change vs previous 13F +342,781 shares

    0.03% of the 13F portfolio, value $11,344,718.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,001 shares
    • Kestra Advisory Services, LLC: 353,257 shares

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

  2. period ended2026-03-31
    13F 27,477 shares
    Change vs previous 13F +10,477 shares

    <0.01% of the 13F portfolio, value $796,846.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,001 shares
    • Kestra Advisory Services, LLC: 10,476 shares

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

  3. period ended2025-12-31
    13F 17,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $496,740.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH 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 17,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $486,115.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH 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 17,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $469,880.

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

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