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
- period ended2026-06-3013F 260,768 sharesChange 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).
- period ended2026-03-3113F 200,905 sharesChange 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).
- period ended2025-12-3113F 140,131 sharesChange 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).
- period ended2025-09-3013F 135,915 sharesChange 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).
- period ended2025-06-3013F 163,790 sharesChange 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).
- period ended2025-03-3113F 120,881 sharesChange 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).
- period ended2024-12-3113F 174,422 sharesChange 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).
- period ended2024-09-3013F 145,868 sharesChange 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).