Skip to content
Disclosery

Kestra Advisory Services, LLC: VFLO position timeline

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

Kestra Advisory Services, LLC held 115,484 VFLO 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 115,484 shares
    Change vs previous 13F +19,737 shares

    0.01% of the 13F portfolio, value $5,283,346.

    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: 37,993 shares
    • Kestra Advisory Services, LLC: 71,433 shares
    • Kestra Investment Management, LLC: 6,058 shares

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

  2. period ended2026-03-31
    13F 95,747 shares
    Change vs previous 13F +26,882 shares

    0.01% of the 13F portfolio, value $3,780,049.

    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: 30,309 shares
    • Kestra Advisory Services, LLC: 54,468 shares
    • Kestra Investment Management, LLC: 10,970 shares

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

  3. period ended2025-12-31
    13F 68,865 shares
    Change vs previous 13F +11,332 shares

    0.01% of the 13F portfolio, value $2,711,884.

    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: 18,268 shares
    • Kestra Advisory Services, LLC: 45,329 shares
    • Kestra Investment Management, LLC: 5,268 shares

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

  4. period ended2025-09-30
    13F 57,533 shares
    Change vs previous 13F +25,966 shares

    0.01% of the 13F portfolio, value $2,157,499.

    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: 13,087 shares
    • Kestra Advisory Services, LLC: 38,914 shares
    • Kestra Investment Management, LLC: 5,532 shares

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

  5. period ended2025-06-30
    13F 31,567 shares
    Change vs previous 13F +2,558 shares

    <0.01% of the 13F portfolio, value $1,115,883.

    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: 14,029 shares
    • Kestra Advisory Services, LLC: 17,538 shares

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

  6. period ended2025-03-31
    13F/A 29,009 shares
    Change vs previous 13F -14,919 shares

    <0.01% of the 13F portfolio, value $994,429.

    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: 11,178 shares
    • Kestra Advisory Services, LLC: 17,831 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 43,928 shares
    Change vs previous 13F +8,286 shares

    0.01% of the 13F portfolio, value $1,497,506.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,231 shares
    • Kestra Advisory Services, LLC: 19,873 shares
    • Kestra Investment Management, LLC: 1,824 shares

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

  8. period ended2024-09-30
    13F 35,642 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,186,871.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,736 shares
    • Kestra Advisory Services, LLC: 14,906 shares

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