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Kestra Advisory Services, LLC: DFAC position timeline

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

Kestra Advisory Services, LLC held 2,753,445 DFAC 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 2,753,445 shares
    Change vs previous 13F +165,684 shares

    0.27% of the 13F portfolio, value $122,142,789.

    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: 152,590 shares
    • Kestra Advisory Services, LLC: 2,542,798 shares
    • Kestra Investment Management, LLC: 58,057 shares

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

  2. period ended2026-03-31
    13F 2,587,761 shares
    Change vs previous 13F +328,800 shares

    0.25% of the 13F portfolio, value $100,560,395.

    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: 32,277 shares
    • Kestra Advisory Services, LLC: 2,462,633 shares
    • Kestra Investment Management, LLC: 92,851 shares

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

  3. period ended2025-12-31
    13F 2,258,961 shares
    Change vs previous 13F -26,659 shares

    0.25% of the 13F portfolio, value $89,432,259.

    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: 30,232 shares
    • Kestra Advisory Services, LLC: 2,172,109 shares
    • Kestra Investment Management, LLC: 56,620 shares

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

  4. period ended2025-09-30
    13F 2,285,620 shares
    Change vs previous 13F +198,746 shares

    0.27% of the 13F portfolio, value $88,156,347.

    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: 49,741 shares
    • Kestra Advisory Services, LLC: 2,180,073 shares
    • Kestra Investment Management, LLC: 55,806 shares

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

  5. period ended2025-06-30
    13F/A 2,086,874 shares
    Change vs previous 13F +130,574 shares

    0.24% of the 13F portfolio, value $74,793,549.

    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: 49,460 shares
    • Kestra Advisory Services, LLC: 1,983,445 shares
    • Kestra Investment Management, LLC: 53,969 shares

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

  6. period ended2025-03-31
    13F/A 1,956,300 shares
    Change vs previous 13F -235,050 shares

    0.22% of the 13F portfolio, value $64,538,336.

    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: 49,454 shares
    • Kestra Advisory Services, LLC: 1,871,794 shares
    • Kestra Investment Management, LLC: 35,052 shares

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

  7. period ended2024-12-31
    13F 2,191,350 shares
    Change vs previous 13F +308,177 shares

    0.28% of the 13F portfolio, value $75,798,813.

    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: 50,893 shares
    • Kestra Advisory Services, LLC: 2,124,373 shares
    • Kestra Investment Management, LLC: 16,084 shares

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

  8. period ended2024-09-30
    13F 1,883,173 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $64,574,014.

    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: 54,291 shares
    • Kestra Advisory Services, LLC: 1,814,452 shares
    • Kestra Investment Management, LLC: 14,430 shares

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