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Kestra Advisory Services, LLC: DIA position timeline

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

Kestra Advisory Services, LLC held 71,312 DIA 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 71,312 shares
    Change vs previous 13F -802 shares

    0.09% of the 13F portfolio, value $37,253,053.

    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: 30,593 shares
    • Kestra Advisory Services, LLC: 40,719 shares

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

  2. period ended2026-03-31
    13F 72,114 shares
    Change vs previous 13F -6,678 shares

    0.1% of the 13F portfolio, value $33,402,388.

    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: 30,022 shares
    • Kestra Advisory Services, LLC: 42,092 shares

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

  3. period ended2025-12-31
    13F 78,792 shares
    Change vs previous 13F +2,771 shares

    0.12% of the 13F portfolio, value $37,865,491.

    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: 29,703 shares
    • Kestra Advisory Services, LLC: 49,089 shares

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

  4. period ended2025-09-30
    13F 76,021 shares
    Change vs previous 13F +11,436 shares

    0.12% of the 13F portfolio, value $35,253,685.

    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: 29,663 shares
    • Kestra Advisory Services, LLC: 46,358 shares

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

  5. period ended2025-06-30
    13F 64,585 shares
    Change vs previous 13F +3,788 shares

    0.1% of the 13F portfolio, value $28,459,297.

    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: 29,342 shares
    • Kestra Advisory Services, LLC: 35,243 shares

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

  6. period ended2025-03-31
    13F/A 60,797 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $25,527,444.

    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: 27,641 shares
    • Kestra Advisory Services, LLC: 33,156 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 60,774 shares
    Change vs previous 13F +2,833 shares

    0.1% of the 13F portfolio, value $25,859,338.

    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: 26,789 shares
    • Kestra Advisory Services, LLC: 33,822 shares
    • Kestra Investment Management, LLC: 163 shares

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

  8. period ended2024-09-30
    13F 57,941 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $24,516,005.

    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: 26,463 shares
    • Kestra Advisory Services, LLC: 31,478 shares

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