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Kestra Advisory Services, LLC: DNL position timeline

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

Kestra Advisory Services, LLC held 93,394 DNL 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 93,394 shares
    Change vs previous 13F -23,441 shares

    0.01% of the 13F portfolio, value $4,312,933.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 116,835 shares
    Change vs previous 13F +51,497 shares

    0.02% of the 13F portfolio, value $4,716,629.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 65,338 shares
    Change vs previous 13F -24,689 shares

    0.01% of the 13F portfolio, value $2,693,234.

    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 90,027 shares
    Change vs previous 13F -23,725 shares

    0.02% of the 13F portfolio, value $3,645,192.

    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 113,752 shares
    Change vs previous 13F +24,568 shares

    0.02% of the 13F portfolio, value $4,580,809.

    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 89,184 shares
    Change vs previous 13F -22,432 shares

    0.02% of the 13F portfolio, value $3,181,193.

    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 111,616 shares
    Change vs previous 13F +24,876 shares

    0.02% of the 13F portfolio, value $4,015,944.

    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 86,740 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,417,104.

    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).