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Kestra Advisory Services, LLC: DFAT position timeline

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

Kestra Advisory Services, LLC held 142,535 DFAT 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 142,535 shares
    Change vs previous 13F +8,773 shares

    0.03% of the 13F portfolio, value $9,963,204.

    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 133,762 shares
    Change vs previous 13F +30,340 shares

    0.03% of the 13F portfolio, value $8,353,430.

    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 103,422 shares
    Change vs previous 13F +2,441 shares

    0.03% of the 13F portfolio, value $6,157,771.

    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 100,981 shares
    Change vs previous 13F -8,474 shares

    0.03% of the 13F portfolio, value $5,878,108.

    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 109,455 shares
    Change vs previous 13F -62,666 shares

    0.03% of the 13F portfolio, value $5,906,208.

    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 172,121 shares
    Change vs previous 13F -54,832 shares

    0.04% of the 13F portfolio, value $8,862,510.

    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 226,953 shares
    Change vs previous 13F +39,926 shares

    0.07% of the 13F portfolio, value $12,632,204.

    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 187,027 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $10,404,316.

    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).