Kestra Advisory Services, LLC: SFD position timeline

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

Kestra Advisory Services, LLC held 171,875 SFD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 171,875 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $4,169,676.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Kestra Advisory Services, LLC: 22,518 shares
- Kestra Investment Management, LLC: 149,357 shares
Acceptance time not in the bulk data set (spec §4.2).