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Kestra Advisory Services, LLC: TFI position timeline

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

Kestra Advisory Services, LLC held 21,605 TFI 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 21,605 shares
    Change vs previous 13F +6,280 shares

    <0.01% of the 13F portfolio, value $989,524.

    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 15,325 shares
    Change vs previous 13F -4,452 shares

    <0.01% of the 13F portfolio, value $694,833.

    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 19,777 shares
    Change vs previous 13F -689 shares

    <0.01% of the 13F portfolio, value $904,004.

    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 20,466 shares
    Change vs previous 13F +1,940 shares

    <0.01% of the 13F portfolio, value $932,652.

    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 18,526 shares
    Change vs previous 13F -33,220 shares

    <0.01% of the 13F portfolio, value $827,546.

    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/A 51,746 shares
    Change vs previous 13F -6,850 shares

    0.01% of the 13F portfolio, value $2,332,192.

    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: 0 shares
    • Kestra Advisory Services, LLC: 51,746 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 58,596 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $2,673,150.

    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: 4,625 shares
    • Kestra Advisory Services, LLC: 53,879 shares
    • Kestra Investment Management, LLC: 92 shares

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

  8. period ended2024-09-30
    13F 58,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,751,091.

    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: 5,233 shares
    • Kestra Advisory Services, LLC: 53,513 shares

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