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Kestra Advisory Services, LLC: D position timeline

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

Kestra Advisory Services, LLC held 127,936 D 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 127,936 shares
    Change vs previous 13F -82,701 shares

    0.02% of the 13F portfolio, value $8,736,708.

    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: 40,172 shares
    • Kestra Advisory Services, LLC: 87,764 shares

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

  2. period ended2026-03-31
    13F 210,637 shares
    Change vs previous 13F +26,794 shares

    0.04% of the 13F portfolio, value $13,021,590.

    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: 69,549 shares
    • Kestra Advisory Services, LLC: 141,088 shares

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

  3. period ended2025-12-31
    13F 183,843 shares
    Change vs previous 13F +12,347 shares

    0.03% of the 13F portfolio, value $10,771,354.

    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: 61,753 shares
    • Kestra Advisory Services, LLC: 122,090 shares

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

  4. period ended2025-09-30
    13F 171,496 shares
    Change vs previous 13F +2,897 shares

    0.04% of the 13F portfolio, value $10,490,388.

    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: 63,958 shares
    • Kestra Advisory Services, LLC: 107,538 shares

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

  5. period ended2025-06-30
    13F/A 168,599 shares
    Change vs previous 13F +1,915 shares

    0.03% of the 13F portfolio, value $9,529,229.

    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: 62,531 shares
    • Kestra Advisory Services, LLC: 106,068 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 166,684 shares
    Change vs previous 13F +4,767 shares

    0.03% of the 13F portfolio, value $9,345,973.

    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: 53,894 shares
    • Kestra Advisory Services, LLC: 110,042 shares
    • Kestra Investment Management, LLC: 2,748 shares

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

  7. period ended2024-12-31
    13F 161,917 shares
    Change vs previous 13F -7,585 shares

    0.03% of the 13F portfolio, value $8,720,850.

    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: 43,883 shares
    • Kestra Advisory Services, LLC: 114,489 shares
    • Kestra Investment Management, LLC: 3,545 shares

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

  8. period ended2024-09-30
    13F 169,502 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,795,524.

    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: 45,684 shares
    • Kestra Advisory Services, LLC: 119,743 shares
    • Kestra Investment Management, LLC: 4,075 shares

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