Skip to content
Disclosery

Kestra Advisory Services, LLC: DBA position timeline

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

Kestra Advisory Services, LLC held 118,585 DBA 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 118,585 shares
    Change vs previous 13F -47,375 shares

    0.01% of the 13F portfolio, value $3,162,674.

    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 165,960 shares
    Change vs previous 13F +24,780 shares

    0.02% of the 13F portfolio, value $4,534,039.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 141,180 shares
    Change vs previous 13F -308,773 shares

    0.01% of the 13F portfolio, value $3,602,915.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 449,953 shares
    Change vs previous 13F -33,892 shares

    0.06% of the 13F portfolio, value $12,040,748.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 483,845 shares
    Change vs previous 13F +48,615 shares

    0.06% of the 13F portfolio, value $12,652,558.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F/A 435,230 shares
    Change vs previous 13F +14,806 shares

    0.06% of the 13F portfolio, value $11,463,958.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 435,230 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 420,424 shares
    Change vs previous 13F +160,294 shares

    0.05% of the 13F portfolio, value $11,179,075.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 419,957 shares
    • Kestra Investment Management, LLC: 467 shares

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

  8. period ended2024-09-30
    13F 260,130 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,786,790.

    13F-HR 0001830819-24-000009 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).