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Kestra Advisory Services, LLC: DFUV position timeline

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

Kestra Advisory Services, LLC held 257,916 DFUV 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 257,916 shares
    Change vs previous 13F +887 shares

    0.04% of the 13F portfolio, value $14,187,998.

    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: 3,804 shares
    • Kestra Advisory Services, LLC: 254,112 shares

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

  2. period ended2026-03-31
    13F 257,029 shares
    Change vs previous 13F +24,605 shares

    0.05% of the 13F portfolio, value $12,455,602.

    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 232,424 shares
    Change vs previous 13F -14,218 shares

    0.04% of the 13F portfolio, value $10,828,614.

    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 246,642 shares
    Change vs previous 13F -10,223 shares

    0.05% of the 13F portfolio, value $11,022,419.

    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 256,865 shares
    Change vs previous 13F +23,837 shares

    0.05% of the 13F portfolio, value $10,860,265.

    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/A 233,028 shares
    Change vs previous 13F -65,790 shares

    0.05% of the 13F portfolio, value $9,603,084.

    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: 0 shares
    • Kestra Advisory Services, LLC: 233,028 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 298,818 shares
    Change vs previous 13F +23,516 shares

    0.05% of the 13F portfolio, value $12,227,594.

    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: 5,617 shares
    • Kestra Advisory Services, LLC: 290,989 shares
    • Kestra Investment Management, LLC: 2,212 shares

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

  8. period ended2024-09-30
    13F 275,302 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,477,327.

    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: 24,474 shares
    • Kestra Advisory Services, LLC: 250,828 shares

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