Kestra Advisory Services, LLC: DEO position timeline

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

Kestra Advisory Services, LLC held 23,637 DEO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 23,637 shares
Change vs previous 13F -358 shares
<0.01% of the 13F portfolio, value $1,899,936.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,492 shares
- Kestra Advisory Services, LLC: 20,145 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 23,995 shares
Change vs previous 13F -5,370 shares
0.01% of the 13F portfolio, value $1,786,449.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,659 shares
- Kestra Advisory Services, LLC: 20,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 29,365 shares
Change vs previous 13F -16,496 shares
0.01% of the 13F portfolio, value $2,533,375.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,867 shares
- Kestra Advisory Services, LLC: 25,498 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 45,861 shares
Change vs previous 13F +11,142 shares
0.01% of the 13F portfolio, value $4,376,521.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,455 shares
- Kestra Advisory Services, LLC: 41,406 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 34,719 shares
Change vs previous 13F +1,350 shares
0.01% of the 13F portfolio, value $3,501,024.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,612 shares
- Kestra Advisory Services, LLC: 29,107 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 33,369 shares
Change vs previous 13F -1,115 shares
0.01% of the 13F portfolio, value $3,496,739.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,345 shares
- Kestra Advisory Services, LLC: 27,948 shares
- Kestra Investment Management, LLC: 76 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 34,484 shares
Change vs previous 13F -11,148 shares
0.02% of the 13F portfolio, value $4,383,951.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 5,235 shares
- Kestra Advisory Services, LLC: 28,965 shares
- Kestra Investment Management, LLC: 284 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 45,632 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $6,403,952.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,188 shares
- Kestra Advisory Services, LLC: 37,444 shares
Acceptance time not in the bulk data set (spec §4.2).