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Kestra Advisory Services, LLC: DELL position timeline

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

Kestra Advisory Services, LLC held 108,700 DELL 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 108,700 shares
    Change vs previous 13F -8,931 shares

    0.1% of the 13F portfolio, value $46,899,220.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,357 shares
    • Kestra Advisory Services, LLC: 79,509 shares
    • Kestra Investment Management, LLC: 15,834 shares

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

  2. period ended2026-03-31
    13F 117,631 shares
    Change vs previous 13F -6,573 shares

    0.05% of the 13F portfolio, value $19,306,752.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,099 shares
    • Kestra Advisory Services, LLC: 88,205 shares
    • Kestra Investment Management, LLC: 16,327 shares

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

  3. period ended2025-12-31
    13F 124,204 shares
    Change vs previous 13F +40,095 shares

    0.04% of the 13F portfolio, value $15,634,847.

    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: 10,854 shares
    • Kestra Advisory Services, LLC: 109,158 shares
    • Kestra Investment Management, LLC: 4,192 shares

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

  4. period ended2025-09-30
    13F 84,109 shares
    Change vs previous 13F -17,464 shares

    0.04% of the 13F portfolio, value $11,924,125.

    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: 4,027 shares
    • Kestra Advisory Services, LLC: 80,082 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 101,573 shares
    Change vs previous 13F +3,095 shares

    0.04% of the 13F portfolio, value $12,452,934.

    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: 9,560 shares
    • Kestra Advisory Services, LLC: 80,523 shares
    • Kestra Investment Management, LLC: 11,490 shares

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

  6. period ended2025-03-31
    13F/A 98,478 shares
    Change vs previous 13F +1,471 shares

    0.03% of the 13F portfolio, value $8,976,271.

    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: 7,371 shares
    • Kestra Advisory Services, LLC: 73,665 shares
    • Kestra Investment Management, LLC: 17,442 shares

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

  7. period ended2024-12-31
    13F 97,007 shares
    Change vs previous 13F +15,602 shares

    0.04% of the 13F portfolio, value $11,179,021.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,823 shares
    • Kestra Advisory Services, LLC: 71,135 shares
    • Kestra Investment Management, LLC: 13,049 shares

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

  8. period ended2024-09-30
    13F 81,405 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,649,704.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,192 shares
    • Kestra Advisory Services, LLC: 55,943 shares
    • Kestra Investment Management, LLC: 14,270 shares

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