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Kestra Advisory Services, LLC: DAL position timeline

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

Kestra Advisory Services, LLC held 98,355 DAL 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 98,355 shares
    Change vs previous 13F -3,673 shares

    0.02% of the 13F portfolio, value $9,211,937.

    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: 19,946 shares
    • Kestra Advisory Services, LLC: 78,409 shares

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

  2. period ended2026-03-31
    13F 102,028 shares
    Change vs previous 13F +8,945 shares

    0.02% of the 13F portfolio, value $6,782,801.

    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: 20,274 shares
    • Kestra Advisory Services, LLC: 81,754 shares

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

  3. period ended2025-12-31
    13F 93,083 shares
    Change vs previous 13F +1,039 shares

    0.02% of the 13F portfolio, value $6,459,962.

    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: 20,467 shares
    • Kestra Advisory Services, LLC: 72,616 shares

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

  4. period ended2025-09-30
    13F 92,044 shares
    Change vs previous 13F -15,724 shares

    0.02% of the 13F portfolio, value $5,223,444.

    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: 21,691 shares
    • Kestra Advisory Services, LLC: 70,353 shares

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

  5. period ended2025-06-30
    13F 107,768 shares
    Change vs previous 13F +3,483 shares

    0.02% of the 13F portfolio, value $5,300,039.

    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: 25,601 shares
    • Kestra Advisory Services, LLC: 82,167 shares

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

  6. period ended2025-03-31
    13F/A 104,285 shares
    Change vs previous 13F -10,524 shares

    0.02% of the 13F portfolio, value $4,546,826.

    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: 25,197 shares
    • Kestra Advisory Services, LLC: 79,088 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 114,809 shares
    Change vs previous 13F -3,174 shares

    0.03% of the 13F portfolio, value $6,945,958.

    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: 22,380 shares
    • Kestra Advisory Services, LLC: 91,225 shares
    • Kestra Investment Management, LLC: 1,204 shares

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

  8. period ended2024-09-30
    13F 117,983 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,992,378.

    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: 21,906 shares
    • Kestra Advisory Services, LLC: 96,077 shares

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