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Kestra Advisory Services, LLC: DFAS position timeline

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

Kestra Advisory Services, LLC held 296,430 DFAS 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 296,430 shares
    Change vs previous 13F +29,939 shares

    0.05% of the 13F portfolio, value $24,407,990.

    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: 95,003 shares
    • Kestra Advisory Services, LLC: 120,004 shares
    • Kestra Investment Management, LLC: 81,423 shares

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

  2. period ended2026-03-31
    13F 266,491 shares
    Change vs previous 13F +68,396 shares

    0.05% of the 13F portfolio, value $18,955,518.

    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: 80,548 shares
    • Kestra Advisory Services, LLC: 127,751 shares
    • Kestra Investment Management, LLC: 58,192 shares

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

  3. period ended2025-12-31
    13F 198,095 shares
    Change vs previous 13F +23,179 shares

    0.04% of the 13F portfolio, value $13,801,306.

    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: 13,956 shares
    • Kestra Advisory Services, LLC: 121,475 shares
    • Kestra Investment Management, LLC: 62,664 shares

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

  4. period ended2025-09-30
    13F 174,916 shares
    Change vs previous 13F +26,968 shares

    0.04% of the 13F portfolio, value $11,974,760.

    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: 6,476 shares
    • Kestra Advisory Services, LLC: 118,625 shares
    • Kestra Investment Management, LLC: 49,815 shares

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

  5. period ended2025-06-30
    13F/A 147,948 shares
    Change vs previous 13F +20,967 shares

    0.04% of the 13F portfolio, value $9,425,771.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 118,798 shares
    • Kestra Investment Management, LLC: 29,150 shares

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

  6. period ended2025-03-31
    13F/A 126,981 shares
    Change vs previous 13F +39,345 shares

    0.03% of the 13F portfolio, value $7,587,115.

    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: 111,361 shares
    • Kestra Investment Management, LLC: 15,620 shares

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

  7. period ended2024-12-31
    13F 87,636 shares
    Change vs previous 13F +15,793 shares

    0.03% of the 13F portfolio, value $5,703,361.

    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: 83,732 shares
    • Kestra Investment Management, LLC: 3,904 shares

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

  8. period ended2024-09-30
    13F 71,843 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,659,726.

    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).