Kestra Advisory Services, LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on DIS, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 355,966 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 355,966 sharesChange vs previous 13F +3,378 shares
0.08% of the 13F portfolio, value $34,261,639.
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: 96,456 shares
- Kestra Advisory Services, LLC: 257,400 shares
- Kestra Investment Management, LLC: 2,110 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 352,588 sharesChange vs previous 13F +35,703 shares
0.08% of the 13F portfolio, value $33,982,443.
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: 91,062 shares
- Kestra Advisory Services, LLC: 256,905 shares
- Kestra Investment Management, LLC: 4,621 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 316,885 sharesChange vs previous 13F +6,398 shares
0.11% of the 13F portfolio, value $36,051,988.
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: 75,363 shares
- Kestra Advisory Services, LLC: 241,522 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 310,487 sharesChange vs previous 13F +58,438 shares
0.11% of the 13F portfolio, value $35,550,783.
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: 77,757 shares
- Kestra Advisory Services, LLC: 229,586 shares
- Kestra Investment Management, LLC: 3,144 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 252,049 sharesChange vs previous 13F -7,845 shares
0.1% of the 13F portfolio, value $31,256,586.
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: 77,186 shares
- Kestra Advisory Services, LLC: 171,343 shares
- Kestra Investment Management, LLC: 3,520 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 259,894 sharesChange vs previous 13F -17,491 shares
0.09% of the 13F portfolio, value $25,651,538.
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: 79,319 shares
- Kestra Advisory Services, LLC: 178,330 shares
- Kestra Investment Management, LLC: 2,245 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 277,385 sharesChange vs previous 13F +4,053 shares
0.12% of the 13F portfolio, value $30,983,569.
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: 81,303 shares
- Kestra Advisory Services, LLC: 193,527 shares
- Kestra Investment Management, LLC: 2,555 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 273,332 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $26,291,763.
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: 69,855 shares
- Kestra Advisory Services, LLC: 200,821 shares
- Kestra Investment Management, LLC: 2,656 shares
Acceptance time not in the bulk data set (spec §4.2).