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Kestra Advisory Services, LLC: DAUG position timeline

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

Kestra Advisory Services, LLC held 81,164 DAUG 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 81,164 shares
    Change vs previous 13F -29,196 shares

    0.01% of the 13F portfolio, value $3,802,314.

    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 110,360 shares
    Change vs previous 13F -13,455 shares

    0.02% of the 13F portfolio, value $4,806,454.

    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: 110,360 shares

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

  3. period ended2025-12-31
    13F 123,815 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $5,490,441.

    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: 23,524 shares
    • Kestra Advisory Services, LLC: 100,291 shares

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

  4. period ended2025-09-30
    13F 123,866 shares
    Change vs previous 13F +28,367 shares

    0.02% of the 13F portfolio, value $5,403,829.

    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: 23,170 shares
    • Kestra Advisory Services, LLC: 100,696 shares

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

  5. period ended2025-06-30
    13F 95,499 shares
    Change vs previous 13F +7,726 shares

    0.01% of the 13F portfolio, value $3,978,488.

    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: 19,159 shares
    • Kestra Advisory Services, LLC: 76,340 shares

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

  6. period ended2025-03-31
    13F 87,773 shares
    Change vs previous 13F -13,224 shares

    0.01% of the 13F portfolio, value $3,405,364.

    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: 19,818 shares
    • Kestra Advisory Services, LLC: 67,955 shares

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

  7. period ended2024-12-31
    13F 100,997 shares
    Change vs previous 13F +4,719 shares

    0.02% of the 13F portfolio, value $4,007,571.

    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: 19,951 shares
    • Kestra Advisory Services, LLC: 81,046 shares

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

  8. period ended2024-09-30
    13F 96,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,767,358.

    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: 19,376 shares
    • Kestra Advisory Services, LLC: 76,902 shares

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