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Kestra Advisory Services, LLC: DOW position timeline

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

Kestra Advisory Services, LLC held 195,492 DOW 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 195,492 shares
    Change vs previous 13F -15,087 shares

    0.01% of the 13F portfolio, value $5,348,670.

    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: 38,865 shares
    • Kestra Advisory Services, LLC: 156,627 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 210,579 shares
    Change vs previous 13F +6,319 shares

    0.02% of the 13F portfolio, value $8,770,622.

    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: 34,035 shares
    • Kestra Advisory Services, LLC: 170,645 shares
    • Kestra Investment Management, LLC: 5,899 shares

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

  3. period ended2025-12-31
    13F 204,260 shares
    Change vs previous 13F -402 shares

    0.01% of the 13F portfolio, value $4,775,616.

    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: 32,205 shares
    • Kestra Advisory Services, LLC: 172,055 shares

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

  4. period ended2025-09-30
    13F 204,662 shares
    Change vs previous 13F -177,028 shares

    0.02% of the 13F portfolio, value $4,692,887.

    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: 39,703 shares
    • Kestra Advisory Services, LLC: 164,959 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 381,690 shares
    Change vs previous 13F -20,097 shares

    0.03% of the 13F portfolio, value $10,107,170.

    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: 40,202 shares
    • Kestra Advisory Services, LLC: 303,495 shares
    • Kestra Investment Management, LLC: 37,993 shares

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

  6. period ended2025-03-31
    13F/A 401,787 shares
    Change vs previous 13F +115,195 shares

    0.05% of the 13F portfolio, value $14,030,403.

    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: 37,792 shares
    • Kestra Advisory Services, LLC: 329,880 shares
    • Kestra Investment Management, LLC: 34,115 shares

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

  7. period ended2024-12-31
    13F 286,592 shares
    Change vs previous 13F +94,195 shares

    0.04% of the 13F portfolio, value $11,500,942.

    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: 34,803 shares
    • Kestra Advisory Services, LLC: 244,123 shares
    • Kestra Investment Management, LLC: 7,666 shares

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

  8. period ended2024-09-30
    13F 192,397 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $10,510,659.

    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: 45,262 shares
    • Kestra Advisory Services, LLC: 147,135 shares

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