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Kestra Advisory Services, LLC: PFN position timeline

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

Kestra Advisory Services, LLC held 93,514 PFN 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 93,514 shares
    Change vs previous 13F +2,509 shares

    <0.01% of the 13F portfolio, value $666,751.

    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 91,005 shares
    Change vs previous 13F -1,313 shares

    <0.01% of the 13F portfolio, value $633,512.

    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 92,318 shares
    Change vs previous 13F +18,491 shares

    <0.01% of the 13F portfolio, value $692,384.

    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 73,827 shares
    Change vs previous 13F +30,192 shares

    <0.01% of the 13F portfolio, value $560,344.

    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 43,635 shares
    Change vs previous 13F +9,232 shares

    <0.01% of the 13F portfolio, value $322,463.

    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 34,403 shares
    Change vs previous 13F +1,619 shares

    <0.01% of the 13F portfolio, value $259,399.

    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 32,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,241.

    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).