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Kestra Advisory Services, LLC: TFSL position timeline

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

Kestra Advisory Services, LLC held 188,122 TFSL 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 188,122 shares
    Change vs previous 13F -15,846 shares

    0.06% of the 13F portfolio, value $3,333,507.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, 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 203,968 shares
    Change vs previous 13F -18,438 shares

    0.05% of the 13F portfolio, value $2,865,751.

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

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 203,968 shares

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

  3. period ended2025-12-31
    13F 222,406 shares
    Change vs previous 13F +8,924 shares

    0.01% of the 13F portfolio, value $2,975,793.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,907 shares
    • Kestra Investment Management, LLC: 214,499 shares

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

  4. period ended2025-09-30
    13F 213,482 shares
    Change vs previous 13F +10,076 shares

    0.08% of the 13F portfolio, value $2,812,626.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 213,482 shares

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

  5. period ended2025-06-30
    13F/A 203,406 shares
    Change vs previous 13F -19,915 shares

    0.01% of the 13F portfolio, value $2,634,106.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 11,486 shares
    • Kestra Investment Management, LLC: 191,920 shares

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

  6. period ended2025-03-31
    13F/A 223,321 shares
    Change vs previous 13F +2,239 shares

    0.01% of the 13F portfolio, value $2,766,947.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 14,711 shares
    • Kestra Investment Management, LLC: 208,610 shares

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

  7. period ended2024-12-31
    13F 221,082 shares
    Change vs previous 13F +73,972 shares

    0.01% of the 13F portfolio, value $2,776,790.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,689 shares
    • Kestra Investment Management, LLC: 205,393 shares

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

  8. period ended2024-09-30
    13F 147,110 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,891,832.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 15,436 shares
    • Kestra Investment Management, LLC: 131,674 shares

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