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Kestra Advisory Services, LLC: VFH position timeline

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

Kestra Advisory Services, LLC held 66,548 VFH 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 66,548 shares
    Change vs previous 13F -53,180 shares

    0.02% of the 13F portfolio, value $8,757,768.

    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: 6,357 shares
    • Kestra Advisory Services, LLC: 60,191 shares

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

  2. period ended2026-03-31
    13F 119,728 shares
    Change vs previous 13F +38,740 shares

    0.04% of the 13F portfolio, value $14,464,346.

    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: 29,257 shares
    • Kestra Advisory Services, LLC: 90,471 shares

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

  3. period ended2025-12-31
    13F 80,988 shares
    Change vs previous 13F +3,014 shares

    0.03% of the 13F portfolio, value $10,811,023.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,348 shares
    • Kestra Advisory Services, LLC: 53,640 shares

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

  4. period ended2025-09-30
    13F 77,974 shares
    Change vs previous 13F +31,328 shares

    0.03% of the 13F portfolio, value $10,233,337.

    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: 24,557 shares
    • Kestra Advisory Services, LLC: 53,417 shares

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

  5. period ended2025-06-30
    13F 46,646 shares
    Change vs previous 13F +13,864 shares

    0.02% of the 13F portfolio, value $5,938,096.

    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: 19,667 shares
    • Kestra Advisory Services, LLC: 26,979 shares

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

  6. period ended2025-03-31
    13F/A 32,782 shares
    Change vs previous 13F -24,819 shares

    0.01% of the 13F portfolio, value $3,916,466.

    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: 7,180 shares
    • Kestra Advisory Services, LLC: 25,602 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 57,601 shares
    Change vs previous 13F +3,208 shares

    0.03% of the 13F portfolio, value $6,800,950.

    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: 7,471 shares
    • Kestra Advisory Services, LLC: 49,831 shares
    • Kestra Investment Management, LLC: 299 shares

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

  8. period ended2024-09-30
    13F 54,393 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,978,294.

    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: 7,322 shares
    • Kestra Advisory Services, LLC: 47,071 shares

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