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Kestra Advisory Services, LLC: PFG position timeline

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

Kestra Advisory Services, LLC held 22,846 PFG 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 22,846 shares
    Change vs previous 13F -2,488 shares

    0.01% of the 13F portfolio, value $2,462,378.

    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: 7,298 shares
    • Kestra Advisory Services, LLC: 15,548 shares

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

  2. period ended2026-03-31
    13F 25,334 shares
    Change vs previous 13F -2,647 shares

    0.01% of the 13F portfolio, value $2,282,835.

    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: 7,685 shares
    • Kestra Advisory Services, LLC: 17,649 shares

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

  3. period ended2025-12-31
    13F 27,981 shares
    Change vs previous 13F +1,094 shares

    0.01% of the 13F portfolio, value $2,468,177.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,302 shares
    • Kestra Advisory Services, LLC: 13,679 shares

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

  4. period ended2025-09-30
    13F 26,887 shares
    Change vs previous 13F -259 shares

    0.01% of the 13F portfolio, value $2,229,162.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,800 shares
    • Kestra Advisory Services, LLC: 13,087 shares

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

  5. period ended2025-06-30
    13F 27,146 shares
    Change vs previous 13F +2,425 shares

    0.01% of the 13F portfolio, value $2,156,185.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,663 shares
    • Kestra Advisory Services, LLC: 13,483 shares

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

  6. period ended2025-03-31
    13F/A 24,721 shares
    Change vs previous 13F -3,385 shares

    0.01% of the 13F portfolio, value $2,085,711.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,000 shares
    • Kestra Advisory Services, LLC: 11,721 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 28,106 shares
    Change vs previous 13F -3,341 shares

    0.01% of the 13F portfolio, value $2,175,720.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,371 shares
    • Kestra Advisory Services, LLC: 13,505 shares
    • Kestra Investment Management, LLC: 230 shares

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

  8. period ended2024-09-30
    13F 31,447 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,701,281.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,800 shares
    • Kestra Advisory Services, LLC: 12,647 shares

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