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Kestra Advisory Services, LLC: DFIV position timeline

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

Kestra Advisory Services, LLC held 3,203,573 DFIV 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 3,203,573 shares
    Change vs previous 13F -1,362,500 shares

    0.38% of the 13F portfolio, value $173,056,968.

    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: 56,579 shares
    • Kestra Advisory Services, LLC: 570,476 shares
    • Kestra Investment Management, LLC: 2,576,518 shares

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

  2. period ended2026-03-31
    13F 4,566,073 shares
    Change vs previous 13F +1,661,039 shares

    0.6% of the 13F portfolio, value $240,997,421.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 54,218 shares
    • Kestra Advisory Services, LLC: 486,448 shares
    • Kestra Investment Management, LLC: 4,025,407 shares

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

  3. period ended2025-12-31
    13F 2,905,034 shares
    Change vs previous 13F -459,332 shares

    0.4% of the 13F portfolio, value $144,961,181.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,022 shares
    • Kestra Advisory Services, LLC: 409,487 shares
    • Kestra Investment Management, LLC: 2,442,525 shares

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

  4. period ended2025-09-30
    13F 3,364,366 shares
    Change vs previous 13F +267,148 shares

    0.47% of the 13F portfolio, value $155,164,594.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,813 shares
    • Kestra Advisory Services, LLC: 333,880 shares
    • Kestra Investment Management, LLC: 2,970,673 shares

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

  5. period ended2025-06-30
    13F/A 3,097,218 shares
    Change vs previous 13F +342,864 shares

    0.43% of the 13F portfolio, value $132,653,853.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 92,699 shares
    • Kestra Advisory Services, LLC: 311,918 shares
    • Kestra Investment Management, LLC: 2,692,601 shares

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

  6. period ended2025-03-31
    13F/A 2,754,354 shares
    Change vs previous 13F +904,539 shares

    0.36% of the 13F portfolio, value $108,411,373.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 88,297 shares
    • Kestra Advisory Services, LLC: 258,154 shares
    • Kestra Investment Management, LLC: 2,407,903 shares

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

  7. period ended2024-12-31
    13F 1,849,815 shares
    Change vs previous 13F +361,776 shares

    0.25% of the 13F portfolio, value $65,631,426.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 79,986 shares
    • Kestra Advisory Services, LLC: 292,330 shares
    • Kestra Investment Management, LLC: 1,477,499 shares

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

  8. period ended2024-09-30
    13F 1,488,039 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $56,664,507.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,292 shares
    • Kestra Advisory Services, LLC: 352,527 shares
    • Kestra Investment Management, LLC: 1,064,220 shares

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