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Kestra Advisory Services, LLC: DIVI position timeline

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

Kestra Advisory Services, LLC held 630,933 DIVI 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 630,933 shares
    Change vs previous 13F -57,219 shares

    0.07% of the 13F portfolio, value $26,953,418.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 389,743 shares
    • Kestra Advisory Services, LLC: 241,190 shares

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

  2. period ended2026-03-31
    13F 688,152 shares
    Change vs previous 13F -1,777 shares

    0.08% of the 13F portfolio, value $27,395,338.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 425,349 shares
    • Kestra Advisory Services, LLC: 262,803 shares

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

  3. period ended2025-12-31
    13F 689,929 shares
    Change vs previous 13F -11,382 shares

    0.08% of the 13F portfolio, value $26,831,331.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 433,476 shares
    • Kestra Advisory Services, LLC: 256,453 shares

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

  4. period ended2025-09-30
    13F 701,311 shares
    Change vs previous 13F +24,920 shares

    0.09% of the 13F portfolio, value $26,165,925.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 453,239 shares
    • Kestra Advisory Services, LLC: 248,072 shares

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

  5. period ended2025-06-30
    13F 676,391 shares
    Change vs previous 13F +70,431 shares

    0.09% of the 13F portfolio, value $24,106,566.

    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: 449,890 shares
    • Kestra Advisory Services, LLC: 226,501 shares

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

  6. period ended2025-03-31
    13F 605,960 shares
    Change vs previous 13F +201,266 shares

    0.07% of the 13F portfolio, value $19,748,236.

    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: 408,341 shares
    • Kestra Advisory Services, LLC: 197,619 shares

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

  7. period ended2024-12-31
    13F 404,694 shares
    Change vs previous 13F +18,526 shares

    0.05% of the 13F portfolio, value $12,144,867.

    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: 385,665 shares
    • Kestra Advisory Services, LLC: 19,029 shares

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

  8. period ended2024-09-30
    13F 386,168 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,805,343.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 366,180 shares
    • Kestra Advisory Services, LLC: 19,988 shares

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