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Kestra Advisory Services, LLC: TAFI position timeline

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

Kestra Advisory Services, LLC held 320,315 TAFI 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 320,315 shares
    Change vs previous 13F +124,576 shares

    0.02% of the 13F portfolio, value $8,078,362.

    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: 273,525 shares
    • Kestra Advisory Services, LLC: 46,790 shares

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

  2. period ended2026-03-31
    13F 195,739 shares
    Change vs previous 13F +152,185 shares

    0.01% of the 13F portfolio, value $4,928,719.

    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: 156,000 shares
    • Kestra Advisory Services, LLC: 39,739 shares

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

  3. period ended2025-12-31
    13F 43,554 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $1,097,986.

    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 43,595 shares
    Change vs previous 13F -12,988 shares

    0.01% of the 13F portfolio, value $1,104,694.

    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 56,583 shares
    Change vs previous 13F +29,449 shares

    0.01% of the 13F portfolio, value $1,420,799.

    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 27,134 shares
    Change vs previous 13F +4,000 shares

    <0.01% of the 13F portfolio, value $680,792.

    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 23,134 shares
    Change vs previous 13F +11,050 shares

    <0.01% of the 13F portfolio, value $577,193.

    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 12,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $305,957.

    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).