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Kestra Advisory Services, LLC: DFAU position timeline

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

Kestra Advisory Services, LLC held 340,609 DFAU 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 340,609 shares
    Change vs previous 13F +179,504 shares

    0.04% of the 13F portfolio, value $17,606,087.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 200,272 shares
    • Kestra Advisory Services, LLC: 140,337 shares

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

  2. period ended2026-03-31
    13F 161,105 shares
    Change vs previous 13F +38,790 shares

    0.02% of the 13F portfolio, value $7,269,027.

    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: 11,432 shares
    • Kestra Advisory Services, LLC: 149,673 shares

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

  3. period ended2025-12-31
    13F 122,315 shares
    Change vs previous 13F +8,815 shares

    0.02% of the 13F portfolio, value $5,724,324.

    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: 12,073 shares
    • Kestra Advisory Services, LLC: 110,242 shares

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

  4. period ended2025-09-30
    13F 113,500 shares
    Change vs previous 13F -244,129 shares

    0.02% of the 13F portfolio, value $5,193,785.

    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: 12,062 shares
    • Kestra Advisory Services, LLC: 101,438 shares

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

  5. period ended2025-06-30
    13F 357,629 shares
    Change vs previous 13F +80,030 shares

    0.06% of the 13F portfolio, value $15,149,162.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,802 shares
    • Kestra Advisory Services, LLC: 342,827 shares

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

  6. period ended2025-03-31
    13F 277,599 shares
    Change vs previous 13F +188,932 shares

    0.03% of the 13F portfolio, value $9,245,818.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,115 shares
    • Kestra Advisory Services, LLC: 261,484 shares

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

  7. period ended2024-12-31
    13F 88,667 shares
    Change vs previous 13F -27,534 shares

    0.01% of the 13F portfolio, value $3,590,127.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,212 shares
    • Kestra Advisory Services, LLC: 72,455 shares

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

  8. period ended2024-09-30
    13F 116,201 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,612,009.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,043 shares
    • Kestra Advisory Services, LLC: 100,158 shares

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