FDSB β€” FIFTH DIST BANCORP INC

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

KESTRA PRIVATE WEALTH SERVICES, LLC reported FIFTH DIST BANCORP INC (FDSB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows FDSB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KESTRA PRIVATE WEALTH SERVICES, LLC's position in FIFTH DIST BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FDSB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KESTRA PRIVATE WEALTH SERVICES, LLC held FDSB β€” position size vs. price
% of Fund (quarterly)    FDSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,260 -3,944 -27.8% 0.00% $154K 2026-02-14 (Est.) $15.11
2025 Q3 REDUCED 14,204 -974 -6.4% 0.00% $196K 2025-11-17 $13.05
2025 Q2 UNCHANGED 15,178 β€” 0% 0.00% $187K 2025-08-07 $13.01
2025 Q1 UNCHANGED 15,178 β€” 0% 0.00% $185K 2025-05-05 $12.42
2024 Q4 INITIATED 15,178 β€” β€” 0.00% $192K 2025-01-28 $12.85

🏒 Other funds also holding FDSB

As of 2026 Q1 β€” sorted by position size

TruWealth Advisors, LLC 3Y 0.03%

FAQ About KESTRA PRIVATE WEALTH SERVICES, LLC and FDSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has KESTRA PRIVATE WEALTH SERVICES, LLC reported owning FDSB?

KESTRA PRIVATE WEALTH SERVICES, LLC reported FDSB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FDSB position in KESTRA PRIVATE WEALTH SERVICES, LLC's portfolio?

The largest reported portfolio weight for FDSB was 0.00% in 2024 Q4.

What is the latest reported FDSB position on this page?

The most recent filing on this page is 2025 Q4, when KESTRA PRIVATE WEALTH SERVICES, LLC reported 10,260 shares, equal to 0.00% of portfolio, with an estimated market value of $154K.

What does the chart on this FDSB ownership page compare?

The chart compares KESTRA PRIVATE WEALTH SERVICES, LLC's quarterly FDSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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