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Kestra Advisory Services, LLC: PRFZ position timeline

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

Kestra Advisory Services, LLC held 34,991 PRFZ 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 34,991 shares
    Change vs previous 13F +906 shares

    0.01% of the 13F portfolio, value $1,951,431.

    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 34,085 shares
    Change vs previous 13F -409 shares

    0.01% of the 13F portfolio, value $1,563,482.

    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 34,494 shares
    Change vs previous 13F +2,633 shares

    0.01% of the 13F portfolio, value $1,582,912.

    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 31,861 shares
    Change vs previous 13F +277 shares

    0.01% of the 13F portfolio, value $1,447,147.

    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 31,584 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $1,284,520.

    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 31,748 shares
    Change vs previous 13F -1,011 shares

    0.01% of the 13F portfolio, value $1,201,979.

    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 32,759 shares
    Change vs previous 13F -8,706 shares

    0.01% of the 13F portfolio, value $1,363,102.

    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 41,465 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,722,850.

    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).