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Kestra Advisory Services, LLC: SFLR position timeline

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

Kestra Advisory Services, LLC held 158,911 SFLR 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 158,911 shares
    Change vs previous 13F -40,811 shares

    0.02% of the 13F portfolio, value $6,130,810.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,229 shares
    • Kestra Advisory Services, LLC: 144,682 shares

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

  2. period ended2026-03-31
    13F 199,722 shares
    Change vs previous 13F +20,390 shares

    0.02% of the 13F portfolio, value $7,072,158.

    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: 12,969 shares
    • Kestra Advisory Services, LLC: 186,753 shares

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

  3. period ended2025-12-31
    13F 179,332 shares
    Change vs previous 13F -2,127 shares

    0.02% of the 13F portfolio, value $6,610,191.

    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: 12,961 shares
    • Kestra Advisory Services, LLC: 166,371 shares

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

  4. period ended2025-09-30
    13F 181,459 shares
    Change vs previous 13F -36,964 shares

    0.02% of the 13F portfolio, value $6,537,956.

    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: 12,094 shares
    • Kestra Advisory Services, LLC: 169,365 shares

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

  5. period ended2025-06-30
    13F 218,423 shares
    Change vs previous 13F +68,374 shares

    0.03% of the 13F portfolio, value $7,332,473.

    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: 29,416 shares
    • Kestra Advisory Services, LLC: 189,007 shares

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

  6. period ended2025-03-31
    13F 150,049 shares
    Change vs previous 13F -10,585 shares

    0.02% of the 13F portfolio, value $4,710,038.

    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: 34,823 shares
    • Kestra Advisory Services, LLC: 115,226 shares

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

  7. period ended2024-12-31
    13F 160,634 shares
    Change vs previous 13F +13,161 shares

    0.02% of the 13F portfolio, value $5,244,700.

    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: 50,552 shares
    • Kestra Advisory Services, LLC: 110,082 shares

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

  8. period ended2024-09-30
    13F 147,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,691,116.

    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: 50,989 shares
    • Kestra Advisory Services, LLC: 96,484 shares

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