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Kestra Advisory Services, LLC: DCI position timeline

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

Kestra Advisory Services, LLC held 39,788 DCI 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 39,788 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $3,571,783.

    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 40,690 shares
    Change vs previous 13F +3,728 shares

    0.01% of the 13F portfolio, value $3,453,393.

    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 36,962 shares
    Change vs previous 13F +5,985 shares

    0.01% of the 13F portfolio, value $3,277,030.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 36,962 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 30,977 shares
    Change vs previous 13F +27,935 shares

    0.01% of the 13F portfolio, value $2,535,481.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 28,265 shares
    • Kestra Investment Management, LLC: 2,712 shares

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

  5. period ended2025-06-30
    13F/A 3,042 shares
    Change vs previous 13F -4,851 shares

    0.01% of the 13F portfolio, value $210,963.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 3,042 shares

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

  6. period ended2025-03-31
    13F/A 7,893 shares
    Change vs previous 13F +1,730 shares

    <0.01% of the 13F portfolio, value $529,305.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 1,260 shares
    • Kestra Investment Management, LLC: 6,633 shares

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

  7. period ended2024-12-31
    13F 6,163 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $415,078.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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