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Kestra Advisory Services, LLC: DFAI position timeline

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

Kestra Advisory Services, LLC held 1,952,219 DFAI 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 1,952,219 shares
    Change vs previous 13F -507,883 shares

    0.18% of the 13F portfolio, value $80,528,998.

    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: 60,169 shares
    • Kestra Advisory Services, LLC: 645,345 shares
    • Kestra Investment Management, LLC: 1,246,705 shares

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

  2. period ended2026-03-31
    13F 2,460,102 shares
    Change vs previous 13F +802,444 shares

    0.24% of the 13F portfolio, value $95,845,571.

    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: 27,956 shares
    • Kestra Advisory Services, LLC: 625,970 shares
    • Kestra Investment Management, LLC: 1,806,176 shares

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

  3. period ended2025-12-31
    13F 1,657,658 shares
    Change vs previous 13F +249,647 shares

    0.22% of the 13F portfolio, value $63,173,352.

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

    • Kestra Advisory Services, LLC: 560,569 shares
    • Kestra Investment Management, LLC: 1,097,089 shares

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

  4. period ended2025-09-30
    13F 1,408,011 shares
    Change vs previous 13F +300,713 shares

    0.2% of the 13F portfolio, value $51,181,218.

    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: 0 shares
    • Kestra Advisory Services, LLC: 476,652 shares
    • Kestra Investment Management, LLC: 931,359 shares

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

  5. period ended2025-06-30
    13F/A 1,107,298 shares
    Change vs previous 13F -201,442 shares

    0.12% of the 13F portfolio, value $38,279,294.

    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: 5,978 shares
    • Kestra Advisory Services, LLC: 387,591 shares
    • Kestra Investment Management, LLC: 713,729 shares

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

  6. period ended2025-03-31
    13F/A 1,308,740 shares
    Change vs previous 13F -825,255 shares

    0.17% of the 13F portfolio, value $40,871,951.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 782,059 shares
    • Kestra Investment Management, LLC: 526,681 shares

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

  7. period ended2024-12-31
    13F 2,133,995 shares
    Change vs previous 13F +313,186 shares

    0.3% of the 13F portfolio, value $62,312,626.

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

    • Kestra Advisory Services, LLC: 1,851,346 shares
    • Kestra Investment Management, LLC: 282,649 shares

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

  8. period ended2024-09-30
    13F 1,820,809 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $57,865,302.

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

    • Kestra Advisory Services, LLC: 1,628,374 shares
    • Kestra Investment Management, LLC: 192,435 shares

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