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Kestra Advisory Services, LLC: DFIP position timeline

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

Kestra Advisory Services, LLC held 10,933 DFIP 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 10,933 shares
    Change vs previous 13F +1,850 shares

    <0.01% of the 13F portfolio, value $451,053.

    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 9,083 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $378,961.

    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 8,298 shares
    Change vs previous 13F +3,500 shares

    <0.01% of the 13F portfolio, value $344,829.

    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 4,798 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,601.

    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).