Kestra Advisory Services, LLC: USFR position timeline

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

Kestra Advisory Services, LLC held 2,295,675 USFR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 2,295,675 shares
Change vs previous 13F -525,049 shares
0.29% of the 13F portfolio, value $115,587,254.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 800,627 shares
- Kestra Advisory Services, LLC: 1,495,048 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,820,724 shares
Change vs previous 13F +846,324 shares
0.41% of the 13F portfolio, value $141,995,264.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 810,901 shares
- Kestra Advisory Services, LLC: 2,009,823 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,974,400 shares
Change vs previous 13F -170,334 shares
0.31% of the 13F portfolio, value $99,351,779.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 847,378 shares
- Kestra Advisory Services, LLC: 1,127,022 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,144,734 shares
Change vs previous 13F -300,248 shares
0.37% of the 13F portfolio, value $107,815,811.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 849,034 shares
- Kestra Advisory Services, LLC: 1,295,700 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,444,982 shares
Change vs previous 13F +604,519 shares
0.45% of the 13F portfolio, value $123,007,022.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,088,632 shares
- Kestra Advisory Services, LLC: 1,356,350 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,840,463 shares
Change vs previous 13F -364,162 shares
0.35% of the 13F portfolio, value $92,630,503.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 1,001,303 shares
- Kestra Advisory Services, LLC: 839,160 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,204,625 shares
Change vs previous 13F +404,225 shares
0.42% of the 13F portfolio, value $110,936,730.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 906,331 shares
- Kestra Advisory Services, LLC: 1,296,762 shares
- Kestra Investment Management, LLC: 1,532 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,800,400 shares
Change vs previous 13F not available
0.38% of the 13F portfolio, value $90,416,071.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 870,257 shares
- Kestra Advisory Services, LLC: 930,143 shares
Acceptance time not in the bulk data set (spec §4.2).