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Kestra Advisory Services, LLC: PFLD position timeline

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

Kestra Advisory Services, LLC held 69,430 PFLD 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 69,430 shares
    Change vs previous 13F -12,161 shares

    <0.01% of the 13F portfolio, value $1,357,356.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,930 shares
    • Kestra Advisory Services, LLC: 32,500 shares

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

  2. period ended2026-03-31
    13F 81,591 shares
    Change vs previous 13F -4,038 shares

    <0.01% of the 13F portfolio, value $1,579,610.

    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: 36,616 shares
    • Kestra Advisory Services, LLC: 44,975 shares

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

  3. period ended2025-12-31
    13F 85,629 shares
    Change vs previous 13F -36,869 shares

    0.01% of the 13F portfolio, value $1,675,335.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,483 shares
    • Kestra Advisory Services, LLC: 49,146 shares

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

  4. period ended2025-09-30
    13F 122,498 shares
    Change vs previous 13F +5,325 shares

    0.01% of the 13F portfolio, value $2,413,210.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,584 shares
    • Kestra Advisory Services, LLC: 74,914 shares

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

  5. period ended2025-06-30
    13F 117,173 shares
    Change vs previous 13F +29,663 shares

    0.01% of the 13F portfolio, value $2,297,759.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,307 shares
    • Kestra Advisory Services, LLC: 73,866 shares

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

  6. period ended2025-03-31
    13F 87,510 shares
    Change vs previous 13F +14,172 shares

    0.01% of the 13F portfolio, value $1,767,702.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,473 shares
    • Kestra Advisory Services, LLC: 60,037 shares

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

  7. period ended2024-12-31
    13F 73,338 shares
    Change vs previous 13F +12,104 shares

    0.01% of the 13F portfolio, value $1,507,829.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,674 shares
    • Kestra Advisory Services, LLC: 55,664 shares

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

  8. period ended2024-09-30
    13F 61,234 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,296,940.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,017 shares
    • Kestra Advisory Services, LLC: 51,217 shares

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