Kestra Advisory Services, LLC
Holdings in FBIZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $499,560 | 9,200 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $471,592 | 9,200 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $466,072 | 9,200 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $433,780 | 9,200 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $425,868 | 9,200 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $419,428 | 9,200 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $340,308 | 9,200 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $345,000 | 9,200 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $368,920 | 9,200 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $276,092 | 9,200 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $271,308 | 9,200 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $280,692 | 9,200 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $336,260 | 9,200 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $297,252 | 9,200 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $286,948 | 9,200 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $301,852 | 9,200 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $268,364 | 9,200 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $264,132 | 9,200 | Shares | Sole | 2022-07-25 |