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Kestra Advisory Services, LLC: DFSV position timeline

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

Kestra Advisory Services, LLC held 363,312 DFSV 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 363,312 shares
    Change vs previous 13F +11,866 shares

    0.04% of the 13F portfolio, value $14,092,850.

    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: 15,167 shares
    • Kestra Advisory Services, LLC: 348,145 shares

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

  2. period ended2026-03-31
    13F 351,446 shares
    Change vs previous 13F +13,171 shares

    0.04% of the 13F portfolio, value $12,314,682.

    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: 16,568 shares
    • Kestra Advisory Services, LLC: 334,878 shares

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

  3. period ended2025-12-31
    13F 338,275 shares
    Change vs previous 13F +6,683 shares

    0.03% of the 13F portfolio, value $11,125,860.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,065 shares
    • Kestra Advisory Services, LLC: 322,210 shares

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

  4. period ended2025-09-30
    13F 331,592 shares
    Change vs previous 13F +12,106 shares

    0.04% of the 13F portfolio, value $10,557,885.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,861 shares
    • Kestra Advisory Services, LLC: 315,731 shares

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

  5. period ended2025-06-30
    13F 319,486 shares
    Change vs previous 13F +19,754 shares

    0.03% of the 13F portfolio, value $9,402,463.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,808 shares
    • Kestra Advisory Services, LLC: 303,678 shares

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

  6. period ended2025-03-31
    13F 299,732 shares
    Change vs previous 13F +13,193 shares

    0.03% of the 13F portfolio, value $8,437,456.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,372 shares
    • Kestra Advisory Services, LLC: 285,360 shares

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

  7. period ended2024-12-31
    13F 286,539 shares
    Change vs previous 13F +83,495 shares

    0.04% of the 13F portfolio, value $8,819,670.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,009 shares
    • Kestra Advisory Services, LLC: 277,530 shares

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

  8. period ended2024-09-30
    13F 203,044 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,253,764.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,268 shares
    • Kestra Advisory Services, LLC: 193,776 shares

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