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Kestra Advisory Services, LLC: DFIS position timeline

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

Kestra Advisory Services, LLC held 108,344 DFIS 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 108,344 shares
    Change vs previous 13F -4,644 shares

    0.01% of the 13F portfolio, value $3,795,271.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,707 shares
    • Kestra Advisory Services, LLC: 63,637 shares

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

  2. period ended2026-03-31
    13F 112,988 shares
    Change vs previous 13F +608 shares

    0.01% of the 13F portfolio, value $3,804,320.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 54,751 shares
    • Kestra Advisory Services, LLC: 58,237 shares

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

  3. period ended2025-12-31
    13F 112,380 shares
    Change vs previous 13F -8,644 shares

    0.01% of the 13F portfolio, value $3,701,796.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,610 shares
    • Kestra Advisory Services, LLC: 55,770 shares

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

  4. period ended2025-09-30
    13F 121,024 shares
    Change vs previous 13F -13,185 shares

    0.01% of the 13F portfolio, value $3,828,001.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,493 shares
    • Kestra Advisory Services, LLC: 55,531 shares

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

  5. period ended2025-06-30
    13F 134,209 shares
    Change vs previous 13F -7,346 shares

    0.01% of the 13F portfolio, value $4,004,782.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,383 shares
    • Kestra Advisory Services, LLC: 53,826 shares

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

  6. period ended2025-03-31
    13F 141,555 shares
    Change vs previous 13F -7,857 shares

    0.01% of the 13F portfolio, value $3,657,781.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 86,081 shares
    • Kestra Advisory Services, LLC: 55,474 shares

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

  7. period ended2024-12-31
    13F 149,412 shares
    Change vs previous 13F +3,021 shares

    0.02% of the 13F portfolio, value $3,668,812.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,832 shares
    • Kestra Advisory Services, LLC: 52,580 shares

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

  8. period ended2024-09-30
    13F 146,391 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,927,657.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 93,445 shares
    • Kestra Advisory Services, LLC: 52,946 shares

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