Skip to content

Kestra Advisory Services, LLC: DNP position timeline

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

Kestra Advisory Services, LLC held 260,768 DNP 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 260,768 shares
    Change vs previous 13F +59,863 shares

    0.01% of the 13F portfolio, value $2,813,685.

    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: 33,346 shares
    • Kestra Advisory Services, LLC: 227,422 shares

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

  2. period ended2026-03-31
    13F 200,905 shares
    Change vs previous 13F +60,774 shares

    0.01% of the 13F portfolio, value $2,069,327.

    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: 39,476 shares
    • Kestra Advisory Services, LLC: 161,429 shares

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

  3. period ended2025-12-31
    13F 140,131 shares
    Change vs previous 13F +4,216 shares

    <0.01% of the 13F portfolio, value $1,399,910.

    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: 41,121 shares
    • Kestra Advisory Services, LLC: 99,010 shares

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

  4. period ended2025-09-30
    13F 135,915 shares
    Change vs previous 13F -27,875 shares

    <0.01% of the 13F portfolio, value $1,360,505.

    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: 42,921 shares
    • Kestra Advisory Services, LLC: 92,994 shares

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

  5. period ended2025-06-30
    13F 163,790 shares
    Change vs previous 13F +42,909 shares

    0.01% of the 13F portfolio, value $1,603,502.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 42,981 shares
    • Kestra Advisory Services, LLC: 120,809 shares

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

  6. period ended2025-03-31
    13F 120,881 shares
    Change vs previous 13F -53,541 shares

    <0.01% of the 13F portfolio, value $1,195,513.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,327 shares
    • Kestra Advisory Services, LLC: 85,554 shares

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

  7. period ended2024-12-31
    13F 174,422 shares
    Change vs previous 13F +28,554 shares

    0.01% of the 13F portfolio, value $1,538,402.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,743 shares
    • Kestra Advisory Services, LLC: 137,679 shares

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

  8. period ended2024-09-30
    13F 145,868 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,464,512.

    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: 41,679 shares
    • Kestra Advisory Services, LLC: 104,189 shares

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