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Kestra Advisory Services, LLC: TFC position timeline

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

Kestra Advisory Services, LLC held 353,653 TFC 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 353,653 shares
    Change vs previous 13F +22,692 shares

    0.04% of the 13F portfolio, value $17,618,988.

    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: 100,905 shares
    • Kestra Advisory Services, LLC: 246,485 shares
    • Kestra Investment Management, LLC: 6,263 shares

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

  2. period ended2026-03-31
    13F 330,961 shares
    Change vs previous 13F +4,497 shares

    0.04% of the 13F portfolio, value $15,214,304.

    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: 96,909 shares
    • Kestra Advisory Services, LLC: 226,060 shares
    • Kestra Investment Management, LLC: 7,992 shares

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

  3. period ended2025-12-31
    13F 326,464 shares
    Change vs previous 13F +13,570 shares

    0.04% of the 13F portfolio, value $16,065,277.

    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: 93,069 shares
    • Kestra Advisory Services, LLC: 226,802 shares
    • Kestra Investment Management, LLC: 6,593 shares

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

  4. period ended2025-09-30
    13F 312,894 shares
    Change vs previous 13F -996 shares

    0.04% of the 13F portfolio, value $14,305,506.

    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: 97,939 shares
    • Kestra Advisory Services, LLC: 209,216 shares
    • Kestra Investment Management, LLC: 5,739 shares

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

  5. period ended2025-06-30
    13F/A 313,890 shares
    Change vs previous 13F +20,329 shares

    0.04% of the 13F portfolio, value $13,494,098.

    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: 92,241 shares
    • Kestra Advisory Services, LLC: 216,553 shares
    • Kestra Investment Management, LLC: 5,096 shares

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

  6. period ended2025-03-31
    13F/A 293,561 shares
    Change vs previous 13F +21,984 shares

    0.04% of the 13F portfolio, value $12,080,036.

    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: 85,877 shares
    • Kestra Advisory Services, LLC: 206,588 shares
    • Kestra Investment Management, LLC: 1,096 shares

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

  7. period ended2024-12-31
    13F 271,577 shares
    Change vs previous 13F -2,323 shares

    0.04% of the 13F portfolio, value $11,781,037.

    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: 81,324 shares
    • Kestra Advisory Services, LLC: 187,177 shares
    • Kestra Investment Management, LLC: 3,076 shares

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

  8. period ended2024-09-30
    13F 273,900 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,714,717.

    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: 76,599 shares
    • Kestra Advisory Services, LLC: 197,301 shares

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