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Kestra Advisory Services, LLC: PFRL position timeline

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

Kestra Advisory Services, LLC held 64,936 PFRL 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 64,936 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $3,210,719.

    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: 51,397 shares
    • Kestra Advisory Services, LLC: 13,539 shares

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

  2. period ended2026-03-31
    13F 64,414 shares
    Change vs previous 13F -21,046 shares

    0.01% of the 13F portfolio, value $3,137,363.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,363 shares
    • Kestra Advisory Services, LLC: 21,051 shares

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

  3. period ended2025-12-31
    13F 85,460 shares
    Change vs previous 13F +7,853 shares

    0.01% of the 13F portfolio, value $4,245,656.

    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: 78,754 shares
    • Kestra Advisory Services, LLC: 6,706 shares

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

  4. period ended2025-09-30
    13F 77,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,890,421.

    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: 71,441 shares
    • Kestra Advisory Services, LLC: 6,166 shares

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