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Kestra Advisory Services, LLC: PFEB position timeline

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

Kestra Advisory Services, LLC held 294,514 PFEB 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 294,514 shares
    Change vs previous 13F -40,250 shares

    0.04% of the 13F portfolio, value $12,681,773.

    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 334,764 shares
    Change vs previous 13F +34,047 shares

    0.05% of the 13F portfolio, value $13,424,036.

    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 300,717 shares
    Change vs previous 13F -7,898 shares

    0.05% of the 13F portfolio, value $12,244,865.

    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 308,615 shares
    Change vs previous 13F -22,674 shares

    0.06% of the 13F portfolio, value $12,248,929.

    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 331,289 shares
    Change vs previous 13F -2,955 shares

    0.06% of the 13F portfolio, value $12,592,295.

    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 334,244 shares
    Change vs previous 13F -6,899 shares

    0.06% of the 13F portfolio, value $11,972,620.

    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 341,143 shares
    Change vs previous 13F +13,314 shares

    0.07% of the 13F portfolio, value $12,554,062.

    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 327,829 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $11,814,957.

    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).