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Kestra Advisory Services, LLC: DFII position timeline

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

Kestra Advisory Services, LLC held 19,929 DFII 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 19,929 shares
    Change vs previous 13F +1,706 shares

    <0.01% of the 13F portfolio, value $221,615.

    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 18,223 shares
    Change vs previous 13F +2,089 shares

    <0.01% of the 13F portfolio, value $242,344.

    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 16,134 shares
    Change vs previous 13F +552 shares

    <0.01% of the 13F portfolio, value $287,998.

    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 15,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $375,421.

    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).