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Kestra Advisory Services, LLC: PFL position timeline

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

Kestra Advisory Services, LLC held 46,173 PFL 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 46,173 shares
    Change vs previous 13F -7,581 shares

    <0.01% of the 13F portfolio, value $367,602.

    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 53,754 shares
    Change vs previous 13F +4,456 shares

    <0.01% of the 13F portfolio, value $430,035.

    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 49,298 shares
    Change vs previous 13F +16,044 shares

    <0.01% of the 13F portfolio, value $415,579.

    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 33,254 shares
    Change vs previous 13F +18,780 shares

    <0.01% of the 13F portfolio, value $283,324.

    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 14,474 shares
    Change vs previous 13F +2,544 shares

    <0.01% of the 13F portfolio, value $120,714.

    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 11,930 shares
    Change vs previous 13F -2,221 shares

    <0.01% of the 13F portfolio, value $102,598.

    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 14,151 shares
    Change vs previous 13F +3,083 shares

    <0.01% of the 13F portfolio, value $118,585.

    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 11,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,850.

    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).