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Kestra Advisory Services, LLC: VFMO position timeline

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

Kestra Advisory Services, LLC held 19,270 VFMO 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 19,270 shares
    Change vs previous 13F +5,579 shares

    0.02% of the 13F portfolio, value $4,807,952.

    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 13,691 shares
    Change vs previous 13F -803 shares

    0.01% of the 13F portfolio, value $2,698,519.

    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: 0 shares
    • Kestra Advisory Services, LLC: 13,691 shares

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

  3. period ended2025-12-31
    13F 14,494 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $2,771,893.

    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: 1,342 shares
    • Kestra Advisory Services, LLC: 13,152 shares

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

  4. period ended2025-09-30
    13F 14,797 shares
    Change vs previous 13F +2,354 shares

    0.01% of the 13F portfolio, value $2,835,004.

    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: 1,106 shares
    • Kestra Advisory Services, LLC: 13,691 shares

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

  5. period ended2025-06-30
    13F 12,443 shares
    Change vs previous 13F +1,538 shares

    0.01% of the 13F portfolio, value $2,146,730.

    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 10,905 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $1,654,398.

    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 11,155 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $1,833,547.

    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 11,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,795,873.

    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).