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Kestra Advisory Services, LLC: DISV position timeline

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

Kestra Advisory Services, LLC held 77,987 DISV 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 77,987 shares
    Change vs previous 13F -4,993 shares

    0.01% of the 13F portfolio, value $3,129,611.

    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: 12,290 shares
    • Kestra Advisory Services, LLC: 65,697 shares

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

  2. period ended2026-03-31
    13F 82,980 shares
    Change vs previous 13F +16,954 shares

    0.01% of the 13F portfolio, value $3,272,728.

    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: 9,893 shares
    • Kestra Advisory Services, LLC: 73,087 shares

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

  3. period ended2025-12-31
    13F 66,026 shares
    Change vs previous 13F -2,361 shares

    0.01% of the 13F portfolio, value $2,508,984.

    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 68,387 shares
    Change vs previous 13F -3,356 shares

    0.01% of the 13F portfolio, value $2,440,735.

    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 71,743 shares
    Change vs previous 13F +8,702 shares

    0.01% of the 13F portfolio, value $2,361,050.

    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 63,041 shares
    Change vs previous 13F -6,000 shares

    0.01% of the 13F portfolio, value $1,835,754.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 69,041 shares
    Change vs previous 13F +33,232 shares

    0.01% of the 13F portfolio, value $1,834,419.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 35,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,040,622.

    13F-HR 0001830819-24-000009 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).