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Kestra Advisory Services, LLC: PFFD position timeline

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

Kestra Advisory Services, LLC held 423,070 PFFD 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 423,070 shares
    Change vs previous 13F -3,339 shares

    0.02% of the 13F portfolio, value $7,907,177.

    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: 11,427 shares
    • Kestra Advisory Services, LLC: 357,909 shares
    • Kestra Investment Management, LLC: 53,734 shares

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

  2. period ended2026-03-31
    13F 426,409 shares
    Change vs previous 13F -325 shares

    0.02% of the 13F portfolio, value $7,845,932.

    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: 10,585 shares
    • Kestra Advisory Services, LLC: 358,305 shares
    • Kestra Investment Management, LLC: 57,519 shares

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

  3. period ended2025-12-31
    13F 426,734 shares
    Change vs previous 13F +28,761 shares

    0.03% of the 13F portfolio, value $8,069,539.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 377,162 shares
    • Kestra Investment Management, LLC: 49,572 shares

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

  4. period ended2025-09-30
    13F 397,973 shares
    Change vs previous 13F +4,326 shares

    0.03% of the 13F portfolio, value $7,732,621.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 355,493 shares
    • Kestra Investment Management, LLC: 42,480 shares

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

  5. period ended2025-06-30
    13F/A 393,647 shares
    Change vs previous 13F +22,160 shares

    0.03% of the 13F portfolio, value $7,412,379.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 351,065 shares
    • Kestra Investment Management, LLC: 42,582 shares

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

  6. period ended2025-03-31
    13F/A 371,487 shares
    Change vs previous 13F +68,950 shares

    0.03% of the 13F portfolio, value $7,073,113.

    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: 315,721 shares
    • Kestra Investment Management, LLC: 55,766 shares

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

  7. period ended2024-12-31
    13F 302,537 shares
    Change vs previous 13F +17,430 shares

    0.03% of the 13F portfolio, value $5,902,485.

    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: 269,033 shares
    • Kestra Investment Management, LLC: 33,504 shares

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

  8. period ended2024-09-30
    13F 285,107 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,924,518.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 254,461 shares
    • Kestra Investment Management, LLC: 30,646 shares

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