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Kestra Advisory Services, LLC: DEM position timeline

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

Kestra Advisory Services, LLC held 2,131,611 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,131,611 shares
    Change vs previous 13F -243,167 shares

    0.25% of the 13F portfolio, value $114,659,355.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,538 shares
    • Kestra Advisory Services, LLC: 435,794 shares
    • Kestra Investment Management, LLC: 1,677,279 shares

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

  2. period ended2026-03-31
    13F 2,374,778 shares
    Change vs previous 13F +829,602 shares

    0.29% of the 13F portfolio, value $118,002,675.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,581 shares
    • Kestra Advisory Services, LLC: 445,572 shares
    • Kestra Investment Management, LLC: 1,910,625 shares

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

  3. period ended2025-12-31
    13F 1,545,176 shares
    Change vs previous 13F +104,175 shares

    0.2% of the 13F portfolio, value $72,175,145.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,801 shares
    • Kestra Advisory Services, LLC: 320,109 shares
    • Kestra Investment Management, LLC: 1,208,266 shares

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

  4. period ended2025-09-30
    13F 1,441,001 shares
    Change vs previous 13F +16,255 shares

    0.2% of the 13F portfolio, value $66,271,672.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,522 shares
    • Kestra Advisory Services, LLC: 241,000 shares
    • Kestra Investment Management, LLC: 1,184,479 shares

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

  5. period ended2025-06-30
    13F/A 1,424,746 shares
    Change vs previous 13F -867,635 shares

    0.21% of the 13F portfolio, value $64,526,719.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,274 shares
    • Kestra Advisory Services, LLC: 254,558 shares
    • Kestra Investment Management, LLC: 1,155,914 shares

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

  6. period ended2025-03-31
    13F/A 2,292,381 shares
    Change vs previous 13F +982,213 shares

    0.32% of the 13F portfolio, value $96,463,392.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,703 shares
    • Kestra Advisory Services, LLC: 162,074 shares
    • Kestra Investment Management, LLC: 2,117,604 shares

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

  7. period ended2024-12-31
    13F 1,310,168 shares
    Change vs previous 13F +103,873 shares

    0.2% of the 13F portfolio, value $53,048,678.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,721 shares
    • Kestra Advisory Services, LLC: 219,482 shares
    • Kestra Investment Management, LLC: 1,078,965 shares

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

  8. period ended2024-09-30
    13F 1,206,295 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $53,089,035.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,748 shares
    • Kestra Advisory Services, LLC: 168,185 shares
    • Kestra Investment Management, LLC: 1,032,362 shares

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