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Kestra Advisory Services, LLC: DFEM position timeline

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

Kestra Advisory Services, LLC held 214,091 DFEM 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 214,091 shares
    Change vs previous 13F +31,360 shares

    0.02% of the 13F portfolio, value $8,700,647.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,308 shares
    • Kestra Advisory Services, LLC: 184,783 shares

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

  2. period ended2026-03-31
    13F 182,731 shares
    Change vs previous 13F +11,980 shares

    0.02% of the 13F portfolio, value $6,313,365.

    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 170,751 shares
    Change vs previous 13F +10,921 shares

    0.02% of the 13F portfolio, value $5,648,433.

    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 159,830 shares
    Change vs previous 13F +17,483 shares

    0.02% of the 13F portfolio, value $5,125,748.

    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 142,347 shares
    Change vs previous 13F +15,745 shares

    0.02% of the 13F portfolio, value $4,224,848.

    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 126,602 shares
    Change vs previous 13F -10,482 shares

    0.02% of the 13F portfolio, value $3,349,889.

    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: 126,602 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 137,084 shares
    Change vs previous 13F +34,966 shares

    0.02% of the 13F portfolio, value $3,590,230.

    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: 135,809 shares
    • Kestra Investment Management, LLC: 1,275 shares

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

  8. period ended2024-09-30
    13F 102,118 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,874,619.

    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).