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Kestra Advisory Services, LLC: DBO position timeline

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

Kestra Advisory Services, LLC held 20,455 DBO 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 20,455 shares
    Change vs previous 13F -1,413 shares

    <0.01% of the 13F portfolio, value $361,037.

    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 21,868 shares
    Change vs previous 13F -5,516 shares

    <0.01% of the 13F portfolio, value $430,146.

    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 27,384 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $334,079.

    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 27,384 shares
    Change vs previous 13F -7,238 shares

    <0.01% of the 13F portfolio, value $368,308.

    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 34,622 shares
    Change vs previous 13F +959 shares

    <0.01% of the 13F portfolio, value $457,702.

    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 33,663 shares
    Change vs previous 13F -4,932 shares

    <0.01% of the 13F portfolio, value $482,391.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 38,595 shares
    Change vs previous 13F +3,046 shares

    <0.01% of the 13F portfolio, value $552,294.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 35,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $496,618.

    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).