Kestra Advisory Services, LLC: DFIC position timeline

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

Kestra Advisory Services, LLC held 3,426,017 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 3,426,017 shares
Change vs previous 13F +148,320 shares
0.28% of the 13F portfolio, value $127,653,383.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 83,763 shares
- Kestra Advisory Services, LLC: 1,107,907 shares
- Kestra Investment Management, LLC: 2,234,347 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,277,697 shares
Change vs previous 13F +132,794 shares
0.29% of the 13F portfolio, value $116,456,588.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 8,381 shares
- Kestra Advisory Services, LLC: 711,963 shares
- Kestra Investment Management, LLC: 2,557,353 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,144,903 shares
Change vs previous 13F -7,458 shares
0.38% of the 13F portfolio, value $108,373,345.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Kestra Advisory Services, LLC: 634,271 shares
- Kestra Investment Management, LLC: 2,510,632 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,152,361 shares
Change vs previous 13F +119,297 shares
0.4% of the 13F portfolio, value $103,365,925.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Kestra Advisory Services, LLC: 598,642 shares
- Kestra Investment Management, LLC: 2,553,719 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 3,033,064 shares
Change vs previous 13F -2,150,279 shares
0.4% of the 13F portfolio, value $94,297,965.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Kestra Advisory Services, LLC: 509,585 shares
- Kestra Investment Management, LLC: 2,523,479 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,183,343 shares
Change vs previous 13F +2,211,408 shares
0.6% of the 13F portfolio, value $143,941,435.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Kestra Advisory Services, LLC: 452,972 shares
- Kestra Investment Management, LLC: 4,730,371 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,971,935 shares
Change vs previous 13F -40,560 shares
0.37% of the 13F portfolio, value $76,809,669.
13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Kestra Advisory Services, LLC: 478,807 shares
- Kestra Investment Management, LLC: 2,493,128 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,012,495 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $84,771,600.
13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Kestra Advisory Services, LLC: 368,477 shares
- Kestra Investment Management, LLC: 2,644,018 shares
Acceptance time not in the bulk data set (spec §4.2).