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Kestra Advisory Services, LLC: UFEB position timeline

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

Kestra Advisory Services, LLC held 42,518 UFEB 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 42,518 shares
    Change vs previous 13F -22,428 shares

    0.01% of the 13F portfolio, value $1,643,321.

    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 64,946 shares
    Change vs previous 13F +30,711 shares

    0.01% of the 13F portfolio, value $2,357,540.

    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 34,235 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $1,259,338.

    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 34,238 shares
    Change vs previous 13F +2,121 shares

    0.01% of the 13F portfolio, value $1,225,378.

    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 32,117 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $1,101,957.

    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 32,317 shares
    Change vs previous 13F +15,106 shares

    0.01% of the 13F portfolio, value $1,046,748.

    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 17,211 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $572,610.

    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 17,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $560,046.

    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).