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Kestra Advisory Services, LLC: DFUS position timeline

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

Kestra Advisory Services, LLC held 1,001,238 DFUS 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 1,001,238 shares
    Change vs previous 13F -40,728 shares

    0.18% of the 13F portfolio, value $82,041,452.

    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: 39,970 shares
    • Kestra Advisory Services, LLC: 779,203 shares
    • Kestra Investment Management, LLC: 182,065 shares

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

  2. period ended2026-03-31
    13F 1,041,966 shares
    Change vs previous 13F +260,906 shares

    0.18% of the 13F portfolio, value $73,885,804.

    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: 40,893 shares
    • Kestra Advisory Services, LLC: 748,532 shares
    • Kestra Investment Management, LLC: 252,541 shares

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

  3. period ended2025-12-31
    13F 781,060 shares
    Change vs previous 13F +41,199 shares

    0.16% of the 13F portfolio, value $57,931,238.

    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: 37,776 shares
    • Kestra Advisory Services, LLC: 613,074 shares
    • Kestra Investment Management, LLC: 130,210 shares

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

  4. period ended2025-09-30
    13F 739,861 shares
    Change vs previous 13F +27,549 shares

    0.16% of the 13F portfolio, value $53,595,543.

    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: 37,429 shares
    • Kestra Advisory Services, LLC: 597,209 shares
    • Kestra Investment Management, LLC: 105,223 shares

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

  5. period ended2025-06-30
    13F/A 712,312 shares
    Change vs previous 13F +76,829 shares

    0.16% of the 13F portfolio, value $47,739,166.

    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: 37,333 shares
    • Kestra Advisory Services, LLC: 601,524 shares
    • Kestra Investment Management, LLC: 73,455 shares

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

  6. period ended2025-03-31
    13F/A 635,483 shares
    Change vs previous 13F -15,702 shares

    0.13% of the 13F portfolio, value $38,434,012.

    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: 36,517 shares
    • Kestra Advisory Services, LLC: 553,554 shares
    • Kestra Investment Management, LLC: 45,412 shares

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

  7. period ended2024-12-31
    13F 651,185 shares
    Change vs previous 13F -47,478 shares

    0.16% of the 13F portfolio, value $41,513,046.

    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: 35,765 shares
    • Kestra Advisory Services, LLC: 601,666 shares
    • Kestra Investment Management, LLC: 13,754 shares

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

  8. period ended2024-09-30
    13F 698,663 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $43,456,815.

    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: 40,087 shares
    • Kestra Advisory Services, LLC: 658,576 shares

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