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Kestra Advisory Services, LLC: DFAE position timeline

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

Kestra Advisory Services, LLC held 263,551 DFAE 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 263,551 shares
    Change vs previous 13F +158,913 shares

    0.03% of the 13F portfolio, value $10,597,404.

    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 104,638 shares
    Change vs previous 13F +17,557 shares

    0.01% of the 13F portfolio, value $3,543,048.

    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 87,081 shares
    Change vs previous 13F +14,313 shares

    0.01% of the 13F portfolio, value $2,836,230.

    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 72,768 shares
    Change vs previous 13F -5,168 shares

    0.01% of the 13F portfolio, value $2,294,365.

    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 77,936 shares
    Change vs previous 13F +11,714 shares

    0.01% of the 13F portfolio, value $2,256,252.

    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 66,222 shares
    Change vs previous 13F -1,618 shares

    0.01% of the 13F portfolio, value $1,714,488.

    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 67,840 shares
    Change vs previous 13F -256,672 shares

    0.01% of the 13F portfolio, value $1,721,101.

    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 324,512 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $8,894,880.

    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).