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Kestra Advisory Services, LLC: DFGX position timeline

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

Kestra Advisory Services, LLC held 408,097 DFGX 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 408,097 shares
    Change vs previous 13F +112,431 shares

    0.05% of the 13F portfolio, value $21,871,868.

    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: 30,275 shares
    • Kestra Advisory Services, LLC: 40,808 shares
    • Kestra Investment Management, LLC: 337,014 shares

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

  2. period ended2026-03-31
    13F 295,666 shares
    Change vs previous 13F +96,288 shares

    0.05% of the 13F portfolio, value $15,507,825.

    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: 37,200 shares
    • Kestra Investment Management, LLC: 258,466 shares

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

  3. period ended2025-12-31
    13F 199,378 shares
    Change vs previous 13F +64,928 shares

    0.04% of the 13F portfolio, value $10,494,245.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 37,102 shares
    • Kestra Investment Management, LLC: 162,276 shares

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

  4. period ended2025-09-30
    13F 134,450 shares
    Change vs previous 13F +50,809 shares

    0.03% of the 13F portfolio, value $7,254,930.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 23,970 shares
    • Kestra Investment Management, LLC: 110,480 shares

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

  5. period ended2025-06-30
    13F/A 83,641 shares
    Change vs previous 13F +70,057 shares

    0.02% of the 13F portfolio, value $4,463,086.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 19,799 shares
    • Kestra Investment Management, LLC: 63,842 shares

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

  6. period ended2025-03-31
    13F/A 13,584 shares
    Change vs previous 13F -781 shares

    <0.01% of the 13F portfolio, value $709,764.

    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: 13,584 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 14,365 shares
    Change vs previous 13F +9,140 shares

    <0.01% of the 13F portfolio, value $751,570.

    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: 8,888 shares
    • Kestra Investment Management, LLC: 5,477 shares

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

  8. period ended2024-09-30
    13F 5,225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $282,702.

    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).