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Kestra Advisory Services, LLC: DOL position timeline

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

Kestra Advisory Services, LLC held 47,119 DOL 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 47,119 shares
    Change vs previous 13F -3,209 shares

    0.01% of the 13F portfolio, value $3,503,967.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,600 shares
    • Kestra Advisory Services, LLC: 15,519 shares

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

  2. period ended2026-03-31
    13F 50,328 shares
    Change vs previous 13F -29,168 shares

    0.01% of the 13F portfolio, value $3,421,561.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,490 shares
    • Kestra Advisory Services, LLC: 17,838 shares

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

  3. period ended2025-12-31
    13F 79,496 shares
    Change vs previous 13F -7,602 shares

    0.02% of the 13F portfolio, value $5,234,802.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 87,098 shares
    Change vs previous 13F +34,042 shares

    0.02% of the 13F portfolio, value $5,422,270.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 53,056 shares
    Change vs previous 13F +21,216 shares

    0.02% of the 13F portfolio, value $3,160,397.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 31,840 shares
    Change vs previous 13F +10,409 shares

    0.01% of the 13F portfolio, value $1,753,429.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 21,431 shares
    Change vs previous 13F +4,315 shares

    0.01% of the 13F portfolio, value $1,059,549.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 17,116 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $923,677.

    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).