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Kestra Advisory Services, LLC: DFEB position timeline

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

Kestra Advisory Services, LLC held 112,772 DFEB 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 112,772 shares
    Change vs previous 13F -17,236 shares

    0.02% of the 13F portfolio, value $5,694,129.

    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 130,008 shares
    Change vs previous 13F -11,127 shares

    0.02% of the 13F portfolio, value $6,158,479.

    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: 0 shares
    • Kestra Advisory Services, LLC: 130,008 shares

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

  3. period ended2025-12-31
    13F 141,135 shares
    Change vs previous 13F -15,372 shares

    0.02% of the 13F portfolio, value $6,735,188.

    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: 19,495 shares
    • Kestra Advisory Services, LLC: 121,640 shares

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

  4. period ended2025-09-30
    13F 156,507 shares
    Change vs previous 13F -11,883 shares

    0.02% of the 13F portfolio, value $7,283,288.

    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: 30,220 shares
    • Kestra Advisory Services, LLC: 126,287 shares

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

  5. period ended2025-06-30
    13F 168,390 shares
    Change vs previous 13F +82,490 shares

    0.03% of the 13F portfolio, value $7,517,688.

    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: 37,995 shares
    • Kestra Advisory Services, LLC: 130,395 shares

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

  6. period ended2025-03-31
    13F 85,900 shares
    Change vs previous 13F +34,774 shares

    0.02% of the 13F portfolio, value $3,620,685.

    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 51,126 shares
    Change vs previous 13F +2,926 shares

    0.01% of the 13F portfolio, value $2,182,569.

    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 48,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,011,868.

    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).