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Kestra Advisory Services, LLC: DG position timeline

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

Kestra Advisory Services, LLC held 84,575 DG 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 84,575 shares
    Change vs previous 13F -4,438 shares

    0.02% of the 13F portfolio, value $9,735,312.

    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: 5,384 shares
    • Kestra Advisory Services, LLC: 49,581 shares
    • Kestra Investment Management, LLC: 29,610 shares

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

  2. period ended2026-03-31
    13F 89,013 shares
    Change vs previous 13F +5,067 shares

    0.03% of the 13F portfolio, value $10,568,532.

    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: 7,262 shares
    • Kestra Advisory Services, LLC: 50,338 shares
    • Kestra Investment Management, LLC: 31,413 shares

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

  3. period ended2025-12-31
    13F 83,946 shares
    Change vs previous 13F +1,513 shares

    0.03% of the 13F portfolio, value $11,145,557.

    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: 9,932 shares
    • Kestra Advisory Services, LLC: 56,362 shares
    • Kestra Investment Management, LLC: 17,652 shares

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

  4. period ended2025-09-30
    13F 82,433 shares
    Change vs previous 13F +13,317 shares

    0.03% of the 13F portfolio, value $8,519,419.

    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: 9,488 shares
    • Kestra Advisory Services, LLC: 72,945 shares

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

  5. period ended2025-06-30
    13F/A 69,116 shares
    Change vs previous 13F +4,622 shares

    0.03% of the 13F portfolio, value $7,905,535.

    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: 10,419 shares
    • Kestra Advisory Services, LLC: 58,697 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 64,494 shares
    Change vs previous 13F +22,402 shares

    0.02% of the 13F portfolio, value $5,670,958.

    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: 6,969 shares
    • Kestra Advisory Services, LLC: 57,498 shares
    • Kestra Investment Management, LLC: 27 shares

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

  7. period ended2024-12-31
    13F 42,092 shares
    Change vs previous 13F +17,677 shares

    0.01% of the 13F portfolio, value $3,191,415.

    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: 5,335 shares
    • Kestra Advisory Services, LLC: 35,661 shares
    • Kestra Investment Management, LLC: 1,096 shares

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

  8. period ended2024-09-30
    13F 24,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,064,793.

    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: 6,342 shares
    • Kestra Advisory Services, LLC: 18,073 shares

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