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Kestra Advisory Services, LLC: DFSI position timeline

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

Kestra Advisory Services, LLC held 20,823 DFSI 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 20,823 shares
    Change vs previous 13F +1,318 shares

    <0.01% of the 13F portfolio, value $939,120.

    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 19,505 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $827,029.

    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 19,322 shares
    Change vs previous 13F +7,094 shares

    <0.01% of the 13F portfolio, value $827,865.

    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 12,228 shares
    Change vs previous 13F -9,687 shares

    <0.01% of the 13F portfolio, value $500,739.

    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).

  5. period ended2025-06-30
    13F 21,915 shares
    Change vs previous 13F -4,831 shares

    <0.01% of the 13F portfolio, value $863,681.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 26,746 shares
    Change vs previous 13F +1,151 shares

    <0.01% of the 13F portfolio, value $933,168.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 25,595 shares
    Change vs previous 13F +1,388 shares

    <0.01% of the 13F portfolio, value $840,796.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 24,207 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $865,036.

    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).