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Kestra Advisory Services, LLC: DOC position timeline

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

Kestra Advisory Services, LLC held 130,157 DOC 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 130,157 shares
    Change vs previous 13F +8,523 shares

    0.01% of the 13F portfolio, value $2,785,348.

    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: 0 shares
    • Kestra Advisory Services, LLC: 118,273 shares
    • Kestra Investment Management, LLC: 11,884 shares

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

  2. period ended2026-03-31
    13F 121,634 shares
    Change vs previous 13F +54,574 shares

    0.01% of the 13F portfolio, value $1,998,453.

    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: 10,649 shares
    • Kestra Advisory Services, LLC: 110,985 shares

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

  3. period ended2025-12-31
    13F 67,060 shares
    Change vs previous 13F +4,225 shares

    <0.01% of the 13F portfolio, value $1,078,330.

    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: 10,511 shares
    • Kestra Advisory Services, LLC: 56,549 shares

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

  4. period ended2025-09-30
    13F 62,835 shares
    Change vs previous 13F -29,327 shares

    <0.01% of the 13F portfolio, value $1,203,300.

    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: 10,482 shares
    • Kestra Advisory Services, LLC: 52,353 shares

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

  5. period ended2025-06-30
    13F/A 92,162 shares
    Change vs previous 13F -2,299 shares

    0.01% of the 13F portfolio, value $1,613,756.

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

    • Kestra Advisory Services, LLC: 92,162 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 94,461 shares
    Change vs previous 13F -3,690 shares

    0.01% of the 13F portfolio, value $1,910,002.

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

    • Kestra Advisory Services, LLC: 94,433 shares
    • Kestra Investment Management, LLC: 28 shares

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

  7. period ended2024-12-31
    13F 98,151 shares
    Change vs previous 13F +88,792 shares

    0.01% of the 13F portfolio, value $1,989,521.

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

    • Kestra Advisory Services, LLC: 95,932 shares
    • Kestra Investment Management, LLC: 2,219 shares

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

  8. period ended2024-09-30
    13F 9,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,032.

    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).