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Kestra Advisory Services, LLC: DDWM position timeline

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

Kestra Advisory Services, LLC held 158,604 DDWM 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 158,604 shares
    Change vs previous 13F +7,476 shares

    0.02% of the 13F portfolio, value $7,324,352.

    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 151,128 shares
    Change vs previous 13F -20,089 shares

    0.03% of the 13F portfolio, value $6,666,262.

    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 171,217 shares
    Change vs previous 13F +19,010 shares

    0.03% of the 13F portfolio, value $7,454,785.

    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 152,207 shares
    Change vs previous 13F +49,199 shares

    0.03% of the 13F portfolio, value $6,362,270.

    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 103,008 shares
    Change vs previous 13F +41,320 shares

    0.02% of the 13F portfolio, value $4,085,279.

    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 61,688 shares
    Change vs previous 13F -5,248 shares

    0.01% of the 13F portfolio, value $2,269,502.

    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 66,936 shares
    Change vs previous 13F +13,628 shares

    0.01% of the 13F portfolio, value $2,301,260.

    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 53,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,911,633.

    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).