Kestra Advisory Services, LLC: DBEF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on DBEF, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 188,401 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 188,401 sharesChange vs previous 13F -7,077 shares
0.02% of the 13F portfolio, value $10,292,388.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 119,025 shares
- Kestra Advisory Services, LLC: 47,525 shares
- Kestra Investment Management, LLC: 21,851 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 195,478 sharesChange vs previous 13F -107,892 shares
0.02% of the 13F portfolio, value $9,656,635.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 114,576 shares
- Kestra Advisory Services, LLC: 59,051 shares
- Kestra Investment Management, LLC: 21,851 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 303,370 sharesChange vs previous 13F +4,818 shares
0.04% of the 13F portfolio, value $14,595,136.
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: 111,791 shares
- Kestra Advisory Services, LLC: 168,577 shares
- Kestra Investment Management, LLC: 23,002 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 298,552 sharesChange vs previous 13F +15,463 shares
0.04% of the 13F portfolio, value $13,858,783.
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: 108,998 shares
- Kestra Advisory Services, LLC: 167,280 shares
- Kestra Investment Management, LLC: 22,274 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 283,089 sharesChange vs previous 13F +11,647 shares
0.04% of the 13F portfolio, value $12,385,126.
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: 106,317 shares
- Kestra Advisory Services, LLC: 153,775 shares
- Kestra Investment Management, LLC: 22,997 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 271,442 sharesChange vs previous 13F +168,314 shares
0.04% of the 13F portfolio, value $11,753,439.
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: 63,163 shares
- Kestra Advisory Services, LLC: 208,279 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 103,128 sharesChange vs previous 13F +6,970 shares
0.02% of the 13F portfolio, value $4,269,508.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 66,550 shares
- Kestra Advisory Services, LLC: 20,892 shares
- Kestra Investment Management, LLC: 15,686 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 96,158 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $4,040,579.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 67,363 shares
- Kestra Advisory Services, LLC: 18,650 shares
- Kestra Investment Management, LLC: 10,145 shares
Acceptance time not in the bulk data set (spec §4.2).