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Kestra Advisory Services, LLC: DOCU position timeline

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

Kestra Advisory Services, LLC held 34,162 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,162 shares
    Change vs previous 13F -20,416 shares

    <0.01% of the 13F portfolio, value $1,517,476.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 8,322 shares
    • Kestra Investment Management, LLC: 25,840 shares

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

  2. period ended2026-03-31
    13F 54,578 shares
    Change vs previous 13F +19,261 shares

    0.01% of the 13F portfolio, value $2,589,403.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,290 shares
    • Kestra Advisory Services, LLC: 9,200 shares
    • Kestra Investment Management, LLC: 33,088 shares

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

  3. period ended2025-12-31
    13F 35,317 shares
    Change vs previous 13F +1,360 shares

    0.01% of the 13F portfolio, value $2,415,662.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,140 shares
    • Kestra Advisory Services, LLC: 10,444 shares
    • Kestra Investment Management, LLC: 14,733 shares

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

  4. period ended2025-09-30
    13F 33,957 shares
    Change vs previous 13F +14,746 shares

    0.01% of the 13F portfolio, value $2,447,962.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,281 shares
    • Kestra Advisory Services, LLC: 9,997 shares
    • Kestra Investment Management, LLC: 14,679 shares

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

  5. period ended2025-06-30
    13F 19,211 shares
    Change vs previous 13F -1,704 shares

    0.01% of the 13F portfolio, value $1,496,345.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,198 shares
    • Kestra Advisory Services, LLC: 9,013 shares

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

  6. period ended2025-03-31
    13F/A 20,915 shares
    Change vs previous 13F +621 shares

    0.01% of the 13F portfolio, value $1,702,481.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,502 shares
    • Kestra Advisory Services, LLC: 8,413 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 20,294 shares
    Change vs previous 13F -3,116 shares

    0.01% of the 13F portfolio, value $1,825,242.

    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: 3,655 shares
    • Kestra Advisory Services, LLC: 16,310 shares
    • Kestra Investment Management, LLC: 329 shares

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

  8. period ended2024-09-30
    13F 23,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,453,527.

    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: 4,752 shares
    • Kestra Advisory Services, LLC: 18,658 shares

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