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Kestra Advisory Services, LLC: DLTR position timeline

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

Kestra Advisory Services, LLC held 25,015 DLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,015 shares
    Change vs previous 13F +10,389 shares

    0.01% of the 13F portfolio, value $3,025,473.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,121 shares
    • Kestra Advisory Services, LLC: 8,303 shares
    • Kestra Investment Management, LLC: 14,591 shares

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

  2. period ended2026-03-31
    13F 14,626 shares
    Change vs previous 13F -1,739 shares

    <0.01% of the 13F portfolio, value $1,601,652.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,211 shares
    • Kestra Advisory Services, LLC: 5,737 shares
    • Kestra Investment Management, LLC: 6,678 shares

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

  3. period ended2025-12-31
    13F 16,365 shares
    Change vs previous 13F +12,744 shares

    0.01% of the 13F portfolio, value $2,013,014.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,231 shares
    • Kestra Advisory Services, LLC: 4,444 shares
    • Kestra Investment Management, LLC: 9,690 shares

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

  4. period ended2025-09-30
    13F 3,621 shares
    Change vs previous 13F +1,364 shares

    0.01% of the 13F portfolio, value $341,714.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 3,621 shares

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

  5. period ended2025-06-30
    13F 2,257 shares
    Change vs previous 13F -1,128 shares

    <0.01% of the 13F portfolio, value $223,497.

    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 3,385 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $254,112.

    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 3,418 shares
    Change vs previous 13F -8,911 shares

    <0.01% of the 13F portfolio, value $256,145.

    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 12,329 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $866,984.

    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: 0 shares
    • Kestra Advisory Services, LLC: 12,329 shares

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