Kestra Advisory Services, LLC: PFF position timeline

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

Kestra Advisory Services, LLC held 723,784 PFF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 723,784 shares
Change vs previous 13F -57,702 shares
0.06% of the 13F portfolio, value $22,068,176.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 127,007 shares
- Kestra Advisory Services, LLC: 596,777 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 781,486 shares
Change vs previous 13F +58,042 shares
0.07% of the 13F portfolio, value $23,694,658.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 146,049 shares
- Kestra Advisory Services, LLC: 635,437 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 723,444 shares
Change vs previous 13F -17,489 shares
0.07% of the 13F portfolio, value $22,397,825.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 162,245 shares
- Kestra Advisory Services, LLC: 561,199 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 740,933 shares
Change vs previous 13F +94,408 shares
0.08% of the 13F portfolio, value $23,428,278.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 183,977 shares
- Kestra Advisory Services, LLC: 556,956 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 646,525 shares
Change vs previous 13F +58,511 shares
0.07% of the 13F portfolio, value $19,835,391.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 154,205 shares
- Kestra Advisory Services, LLC: 492,320 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 588,014 shares
Change vs previous 13F -10,636 shares
0.07% of the 13F portfolio, value $18,069,670.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 143,988 shares
- Kestra Advisory Services, LLC: 444,026 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 598,650 shares
Change vs previous 13F -44,030 shares
0.07% of the 13F portfolio, value $18,821,549.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 127,791 shares
- Kestra Advisory Services, LLC: 470,584 shares
- Kestra Investment Management, LLC: 275 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 642,680 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $21,356,261.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 101,955 shares
- Kestra Advisory Services, LLC: 540,725 shares
Acceptance time not in the bulk data set (spec §4.2).