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Kestra Advisory Services, LLC: DFAX position timeline

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

Kestra Advisory Services, LLC held 716,825 DFAX 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 716,825 shares
    Change vs previous 13F -4,556 shares

    0.09% of the 13F portfolio, value $26,407,848.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 716,825 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 721,381 shares
    Change vs previous 13F +45,497 shares

    0.08% of the 13F portfolio, value $24,505,298.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 715,224 shares
    • Kestra Investment Management, LLC: 6,157 shares

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

  3. period ended2025-12-31
    13F 675,884 shares
    Change vs previous 13F -17,289 shares

    0.09% of the 13F portfolio, value $22,121,684.

    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 693,173 shares
    Change vs previous 13F +12,832 shares

    0.1% of the 13F portfolio, value $21,751,755.

    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 680,341 shares
    Change vs previous 13F +64,926 shares

    0.1% of the 13F portfolio, value $19,981,600.

    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/A 615,415 shares
    Change vs previous 13F -59,103 shares

    0.08% of the 13F portfolio, value $16,123,873.

    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: 615,415 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 674,518 shares
    Change vs previous 13F +51,401 shares

    0.08% of the 13F portfolio, value $16,768,520.

    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: 674,478 shares
    • Kestra Investment Management, LLC: 40 shares

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

  8. period ended2024-09-30
    13F 623,117 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $16,830,401.

    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).