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Kestra Advisory Services, LLC: DBMF position timeline

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

Kestra Advisory Services, LLC held 48,386 DBMF 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 48,386 shares
    Change vs previous 13F +34,671 shares

    <0.01% of the 13F portfolio, value $1,481,107.

    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 13,715 shares
    Change vs previous 13F -1,792 shares

    <0.01% of the 13F portfolio, value $413,496.

    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 15,507 shares
    Change vs previous 13F +1,186 shares

    <0.01% of the 13F portfolio, value $435,126.

    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 14,321 shares
    Change vs previous 13F -1,539 shares

    <0.01% of the 13F portfolio, value $391,110.

    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 15,860 shares
    Change vs previous 13F -4,722 shares

    <0.01% of the 13F portfolio, value $408,067.

    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 20,582 shares
    Change vs previous 13F -10,694 shares

    <0.01% of the 13F portfolio, value $519,901.

    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: 20,582 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 31,276 shares
    Change vs previous 13F +21,681 shares

    <0.01% of the 13F portfolio, value $818,180.

    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: 29,775 shares
    • Kestra Investment Management, LLC: 1,501 shares

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

  8. period ended2024-09-30
    13F 9,595 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,905.

    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).