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Kestra Advisory Services, LLC: DFSD position timeline

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

Kestra Advisory Services, LLC held 423,465 DFSD 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 423,465 shares
    Change vs previous 13F +112,793 shares

    0.04% of the 13F portfolio, value $20,220,429.

    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: 26,366 shares
    • Kestra Advisory Services, LLC: 119,003 shares
    • Kestra Investment Management, LLC: 278,096 shares

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

  2. period ended2026-03-31
    13F 310,672 shares
    Change vs previous 13F +80,057 shares

    0.05% of the 13F portfolio, value $14,875,000.

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

    • Kestra Advisory Services, LLC: 99,808 shares
    • Kestra Investment Management, LLC: 210,864 shares

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

  3. period ended2025-12-31
    13F 230,615 shares
    Change vs previous 13F +64,526 shares

    0.04% of the 13F portfolio, value $11,057,996.

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

    • Kestra Advisory Services, LLC: 89,750 shares
    • Kestra Investment Management, LLC: 140,865 shares

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

  4. period ended2025-09-30
    13F 166,089 shares
    Change vs previous 13F +52,309 shares

    0.03% of the 13F portfolio, value $8,003,796.

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

    • Kestra Advisory Services, LLC: 64,056 shares
    • Kestra Investment Management, LLC: 102,033 shares

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

  5. period ended2025-06-30
    13F/A 113,780 shares
    Change vs previous 13F +37,591 shares

    0.02% of the 13F portfolio, value $5,462,595.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 58,177 shares
    • Kestra Investment Management, LLC: 55,603 shares

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

  6. period ended2025-03-31
    13F/A 76,189 shares
    Change vs previous 13F +28,851 shares

    0.02% of the 13F portfolio, value $3,620,501.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 51,699 shares
    • Kestra Investment Management, LLC: 24,490 shares

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

  7. period ended2024-12-31
    13F 47,338 shares
    Change vs previous 13F +2,481 shares

    0.01% of the 13F portfolio, value $2,219,206.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 47,148 shares
    • Kestra Investment Management, LLC: 190 shares

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

  8. period ended2024-09-30
    13F 44,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,141,485.

    13F-HR 0001830819-24-000009 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).