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Kestra Advisory Services, LLC: DGRW position timeline

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

Kestra Advisory Services, LLC held 1,098,158 DGRW 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 1,098,158 shares
    Change vs previous 13F -83,276 shares

    0.26% of the 13F portfolio, value $105,005,830.

    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: 403,172 shares
    • Kestra Advisory Services, LLC: 694,986 shares

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

  2. period ended2026-03-31
    13F 1,181,434 shares
    Change vs previous 13F +1,499 shares

    0.3% of the 13F portfolio, value $103,777,169.

    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: 411,010 shares
    • Kestra Advisory Services, LLC: 770,424 shares

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

  3. period ended2025-12-31
    13F 1,179,935 shares
    Change vs previous 13F +214,352 shares

    0.33% of the 13F portfolio, value $105,521,563.

    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: 413,371 shares
    • Kestra Advisory Services, LLC: 766,564 shares

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

  4. period ended2025-09-30
    13F 965,583 shares
    Change vs previous 13F -32,893 shares

    0.29% of the 13F portfolio, value $85,898,220.

    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: 397,531 shares
    • Kestra Advisory Services, LLC: 568,052 shares

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

  5. period ended2025-06-30
    13F 998,476 shares
    Change vs previous 13F +123,021 shares

    0.3% of the 13F portfolio, value $83,612,342.

    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: 382,970 shares
    • Kestra Advisory Services, LLC: 615,506 shares

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

  6. period ended2025-03-31
    13F 875,455 shares
    Change vs previous 13F +34,925 shares

    0.26% of the 13F portfolio, value $69,913,836.

    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: 362,101 shares
    • Kestra Advisory Services, LLC: 513,354 shares

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

  7. period ended2024-12-31
    13F 840,530 shares
    Change vs previous 13F +60,734 shares

    0.28% of the 13F portfolio, value $68,024,093.

    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: 320,031 shares
    • Kestra Advisory Services, LLC: 520,499 shares

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

  8. period ended2024-09-30
    13F 779,796 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $64,886,784.

    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: 307,844 shares
    • Kestra Advisory Services, LLC: 471,952 shares

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