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Kestra Advisory Services, LLC: DFCF position timeline

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

Kestra Advisory Services, LLC held 387,057 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 387,057 shares
    Change vs previous 13F -91,005 shares

    0.04% of the 13F portfolio, value $16,337,720.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,488 shares
    • Kestra Advisory Services, LLC: 145,106 shares
    • Kestra Investment Management, LLC: 205,463 shares

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

  2. period ended2026-03-31
    13F 478,062 shares
    Change vs previous 13F +353,265 shares

    0.06% of the 13F portfolio, value $20,183,750.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 142,161 shares
    • Kestra Investment Management, LLC: 335,901 shares

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

  3. period ended2025-12-31
    13F 124,797 shares
    Change vs previous 13F +30,680 shares

    0.02% of the 13F portfolio, value $5,311,359.

    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 94,117 shares
    Change vs previous 13F +19,933 shares

    0.02% of the 13F portfolio, value $4,024,460.

    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 74,184 shares
    Change vs previous 13F +7,616 shares

    0.02% of the 13F portfolio, value $3,135,010.

    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 66,568 shares
    Change vs previous 13F -5,818 shares

    0.01% of the 13F portfolio, value $2,799,850.

    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 72,386 shares
    Change vs previous 13F +10,253 shares

    0.02% of the 13F portfolio, value $2,987,370.

    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 62,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,683,542.

    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).