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Kestra Advisory Services, LLC: SFM position timeline

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

Kestra Advisory Services, LLC held 13,052 SFM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,052 shares
    Change vs previous 13F -2,545 shares

    <0.01% of the 13F portfolio, value $1,103,912.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,525 shares
    • Kestra Advisory Services, LLC: 3,093 shares
    • Kestra Investment Management, LLC: 7,434 shares

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

  2. period ended2026-03-31
    13F 15,597 shares
    Change vs previous 13F +8,654 shares

    <0.01% of the 13F portfolio, value $1,203,101.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,095 shares
    • Kestra Advisory Services, LLC: 2,634 shares
    • Kestra Investment Management, LLC: 9,868 shares

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

  3. period ended2025-12-31
    13F 6,943 shares
    Change vs previous 13F +749 shares

    <0.01% of the 13F portfolio, value $553,123.

    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: 3,278 shares
    • Kestra Advisory Services, LLC: 3,665 shares

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

  4. period ended2025-09-30
    13F 6,194 shares
    Change vs previous 13F -1,963 shares

    <0.01% of the 13F portfolio, value $673,908.

    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: 3,367 shares
    • Kestra Advisory Services, LLC: 2,827 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 8,157 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $1,342,969.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,087 shares
    • Kestra Advisory Services, LLC: 3,066 shares
    • Kestra Investment Management, LLC: 4 shares

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

  6. period ended2025-03-31
    13F/A 7,686 shares
    Change vs previous 13F +2,032 shares

    <0.01% of the 13F portfolio, value $1,173,192.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,045 shares
    • Kestra Advisory Services, LLC: 2,637 shares
    • Kestra Investment Management, LLC: 4 shares

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

  7. period ended2024-12-31
    13F 5,654 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $718,453.

    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: 2,734 shares
    • Kestra Advisory Services, LLC: 2,920 shares
    • Kestra Investment Management, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 6,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $684,322.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,516 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 2,682 shares

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