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Kestra Advisory Services, LLC: DFGP position timeline

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

Kestra Advisory Services, LLC held 163,638 DFGP 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 163,638 shares
    Change vs previous 13F +20,441 shares

    0.03% of the 13F portfolio, value $8,911,700.

    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 143,197 shares
    Change vs previous 13F -47,963 shares

    0.03% of the 13F portfolio, value $7,731,194.

    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: 143,197 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 191,160 shares
    Change vs previous 13F +51,878 shares

    0.04% of the 13F portfolio, value $10,336,014.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 134,627 shares
    • Kestra Investment Management, LLC: 56,533 shares

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

  4. period ended2025-09-30
    13F 139,282 shares
    Change vs previous 13F +30,800 shares

    0.03% of the 13F portfolio, value $7,739,931.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 100,534 shares
    • Kestra Investment Management, LLC: 38,748 shares

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

  5. period ended2025-06-30
    13F/A 108,482 shares
    Change vs previous 13F +15,694 shares

    0.02% of the 13F portfolio, value $5,911,190.

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

    • Kestra Advisory Services, LLC: 84,687 shares
    • Kestra Investment Management, LLC: 23,795 shares

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

  6. period ended2025-03-31
    13F/A 92,788 shares
    Change vs previous 13F +17,358 shares

    0.02% of the 13F portfolio, value $4,957,663.

    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: 79,277 shares
    • Kestra Investment Management, LLC: 13,511 shares

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

  7. period ended2024-12-31
    13F 75,430 shares
    Change vs previous 13F +31,671 shares

    0.02% of the 13F portfolio, value $3,984,992.

    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: 74,378 shares
    • Kestra Investment Management, LLC: 1,052 shares

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

  8. period ended2024-09-30
    13F 43,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,411,116.

    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).