Kestra Advisory Services, LLC: DB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on DB, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 6,763 DB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 6,763 sharesChange vs previous 13F +6,763 shares
<0.01% of the 13F portfolio, value $228,318.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -6,266 shares
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 6,266 sharesChange vs previous 13F +6,266 shares
<0.01% of the 13F portfolio, value $241,620.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 0 sharesChange vs previous 13F -63 shares
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 63 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,074.
13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).