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Kestra Advisory Services, LLC: TAFM position timeline

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

Kestra Advisory Services, LLC held 62,638 TAFM 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 62,638 shares
    Change vs previous 13F +15,765 shares

    0.01% of the 13F portfolio, value $1,608,534.

    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 46,873 shares
    Change vs previous 13F +8,429 shares

    <0.01% of the 13F portfolio, value $1,185,656.

    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 38,444 shares
    Change vs previous 13F +23,786 shares

    <0.01% of the 13F portfolio, value $977,238.

    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 14,658 shares
    Change vs previous 13F +5,107 shares

    <0.01% of the 13F portfolio, value $372,602.

    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 9,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,037.

    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).