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Kestra Advisory Services, LLC: USFD position timeline

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

Kestra Advisory Services, LLC held 54,752 USFD 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 54,752 shares
    Change vs previous 13F +745 shares

    0.01% of the 13F portfolio, value $5,598,393.

    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: 2,850 shares
    • Kestra Advisory Services, LLC: 51,902 shares

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

  2. period ended2026-03-31
    13F 54,007 shares
    Change vs previous 13F +3,959 shares

    0.01% of the 13F portfolio, value $4,979,986.

    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: 2,823 shares
    • Kestra Advisory Services, LLC: 51,184 shares

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

  3. period ended2025-12-31
    13F 50,048 shares
    Change vs previous 13F +2,175 shares

    0.02% of the 13F portfolio, value $3,769,595.

    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 47,873 shares
    Change vs previous 13F +14,989 shares

    0.02% of the 13F portfolio, value $3,668,029.

    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: 0 shares
    • Kestra Advisory Services, LLC: 47,873 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 32,884 shares
    Change vs previous 13F +175 shares

    0.01% of the 13F portfolio, value $2,532,397.

    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: 2,630 shares
    • Kestra Advisory Services, LLC: 30,196 shares
    • Kestra Investment Management, LLC: 58 shares

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

  6. period ended2025-03-31
    13F/A 32,709 shares
    Change vs previous 13F +5,297 shares

    0.01% of the 13F portfolio, value $2,141,132.

    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: 3,371 shares
    • Kestra Advisory Services, LLC: 29,257 shares
    • Kestra Investment Management, LLC: 81 shares

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

  7. period ended2024-12-31
    13F 27,412 shares
    Change vs previous 13F -485 shares

    0.01% of the 13F portfolio, value $1,849,214.

    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 27,897 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,715,666.

    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).