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Disclosery

Kestra Advisory Services, LLC: DFAR position timeline

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

Kestra Advisory Services, LLC held 51,885 DFAR 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 51,885 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $1,357,299.

    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 52,510 shares
    Change vs previous 13F +1,529 shares

    <0.01% of the 13F portfolio, value $1,241,856.

    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 50,981 shares
    Change vs previous 13F -4,716 shares

    <0.01% of the 13F portfolio, value $1,167,527.

    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 55,697 shares
    Change vs previous 13F -4,831 shares

    0.01% of the 13F portfolio, value $1,328,367.

    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 60,528 shares
    Change vs previous 13F +781 shares

    0.01% of the 13F portfolio, value $1,419,995.

    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 59,747 shares
    Change vs previous 13F -1,730 shares

    0.01% of the 13F portfolio, value $1,420,186.

    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 61,477 shares
    Change vs previous 13F +24,542 shares

    0.01% of the 13F portfolio, value $1,430,570.

    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 36,935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $947,023.

    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).