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Kestra Advisory Services, LLC: DIV position timeline

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

Kestra Advisory Services, LLC held 65,737 DIV 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 65,737 shares
    Change vs previous 13F +13,086 shares

    <0.01% of the 13F portfolio, value $1,252,295.

    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: 11,472 shares
    • Kestra Advisory Services, LLC: 54,265 shares

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

  2. period ended2026-03-31
    13F 52,651 shares
    Change vs previous 13F -170,972 shares

    <0.01% of the 13F portfolio, value $995,097.

    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: 13,557 shares
    • Kestra Advisory Services, LLC: 39,094 shares

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

  3. period ended2025-12-31
    13F 223,623 shares
    Change vs previous 13F +182,025 shares

    0.01% of the 13F portfolio, value $3,873,151.

    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: 20,581 shares
    • Kestra Advisory Services, LLC: 203,042 shares

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

  4. period ended2025-09-30
    13F 41,598 shares
    Change vs previous 13F +1,322 shares

    <0.01% of the 13F portfolio, value $735,868.

    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: 20,370 shares
    • Kestra Advisory Services, LLC: 21,228 shares

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

  5. period ended2025-06-30
    13F 40,276 shares
    Change vs previous 13F +8,390 shares

    <0.01% of the 13F portfolio, value $708,054.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,415 shares
    • Kestra Advisory Services, LLC: 18,861 shares

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

  6. period ended2025-03-31
    13F 31,886 shares
    Change vs previous 13F +1,438 shares

    <0.01% of the 13F portfolio, value $600,732.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,224 shares
    • Kestra Advisory Services, LLC: 14,662 shares

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

  7. period ended2024-12-31
    13F 30,448 shares
    Change vs previous 13F +18,590 shares

    <0.01% of the 13F portfolio, value $549,002.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,809 shares
    • Kestra Advisory Services, LLC: 14,639 shares

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

  8. period ended2024-09-30
    13F 11,858 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,626.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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