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Kestra Advisory Services, LLC: DON position timeline

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

Kestra Advisory Services, LLC held 295,090 DON 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 295,090 shares
    Change vs previous 13F -81,706 shares

    0.04% of the 13F portfolio, value $16,678,466.

    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: 7,350 shares
    • Kestra Advisory Services, LLC: 282,809 shares
    • Kestra Investment Management, LLC: 4,931 shares

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

  2. period ended2026-03-31
    13F 376,796 shares
    Change vs previous 13F -184,284 shares

    0.05% of the 13F portfolio, value $19,796,863.

    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: 7,059 shares
    • Kestra Advisory Services, LLC: 364,806 shares
    • Kestra Investment Management, LLC: 4,931 shares

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

  3. period ended2025-12-31
    13F 561,080 shares
    Change vs previous 13F +2,022 shares

    0.08% of the 13F portfolio, value $28,951,727.

    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: 5,847 shares
    • Kestra Advisory Services, LLC: 550,302 shares
    • Kestra Investment Management, LLC: 4,931 shares

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

  4. period ended2025-09-30
    13F 559,058 shares
    Change vs previous 13F -7,387 shares

    0.11% of the 13F portfolio, value $29,238,727.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 552,977 shares
    • Kestra Investment Management, LLC: 6,081 shares

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

  5. period ended2025-06-30
    13F/A 566,445 shares
    Change vs previous 13F +44,893 shares

    0.12% of the 13F portfolio, value $28,390,232.

    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: 560,364 shares
    • Kestra Investment Management, LLC: 6,081 shares

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

  6. period ended2025-03-31
    13F/A 521,552 shares
    Change vs previous 13F -23,017 shares

    0.11% of the 13F portfolio, value $25,827,255.

    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: 514,679 shares
    • Kestra Investment Management, LLC: 6,873 shares

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

  7. period ended2024-12-31
    13F 544,569 shares
    Change vs previous 13F +201,066 shares

    0.15% of the 13F portfolio, value $27,756,682.

    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 343,503 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $17,563,327.

    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).