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Kestra Advisory Services, LLC: DOCT position timeline

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

Kestra Advisory Services, LLC held 81,522 DOCT 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 81,522 shares
    Change vs previous 13F -8,493 shares

    0.01% of the 13F portfolio, value $3,805,447.

    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: 12,019 shares
    • Kestra Advisory Services, LLC: 69,503 shares

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

  2. period ended2026-03-31
    13F 90,015 shares
    Change vs previous 13F -10,434 shares

    0.01% of the 13F portfolio, value $3,909,180.

    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: 12,019 shares
    • Kestra Advisory Services, LLC: 77,996 shares

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

  3. period ended2025-12-31
    13F 100,449 shares
    Change vs previous 13F +20,799 shares

    0.01% of the 13F portfolio, value $4,448,887.

    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: 15,119 shares
    • Kestra Advisory Services, LLC: 85,330 shares

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

  4. period ended2025-09-30
    13F 79,650 shares
    Change vs previous 13F -3,928 shares

    0.01% of the 13F portfolio, value $3,441,127.

    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: 15,119 shares
    • Kestra Advisory Services, LLC: 64,531 shares

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

  5. period ended2025-06-30
    13F 83,578 shares
    Change vs previous 13F -23,594 shares

    0.01% of the 13F portfolio, value $3,432,398.

    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: 18,497 shares
    • Kestra Advisory Services, LLC: 65,081 shares

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

  6. period ended2025-03-31
    13F 107,172 shares
    Change vs previous 13F -4,585 shares

    0.02% of the 13F portfolio, value $4,110,046.

    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: 40,117 shares
    • Kestra Advisory Services, LLC: 67,055 shares

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

  7. period ended2024-12-31
    13F 111,757 shares
    Change vs previous 13F +67,197 shares

    0.02% of the 13F portfolio, value $4,399,873.

    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: 43,127 shares
    • Kestra Advisory Services, LLC: 68,630 shares

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

  8. period ended2024-09-30
    13F 44,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,739,163.

    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).