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Kestra Advisory Services, LLC: DRI position timeline

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

Kestra Advisory Services, LLC held 14,544 DRI 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 14,544 shares
    Change vs previous 13F +2,418 shares

    0.01% of the 13F portfolio, value $2,996,410.

    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: 4,171 shares
    • Kestra Advisory Services, LLC: 9,400 shares
    • Kestra Investment Management, LLC: 973 shares

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

  2. period ended2026-03-31
    13F 12,126 shares
    Change vs previous 13F +713 shares

    0.01% of the 13F portfolio, value $2,377,073.

    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: 4,264 shares
    • Kestra Advisory Services, LLC: 7,862 shares

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

  3. period ended2025-12-31
    13F 11,413 shares
    Change vs previous 13F -636 shares

    0.01% of the 13F portfolio, value $2,100,121.

    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: 4,112 shares
    • Kestra Advisory Services, LLC: 7,301 shares

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

  4. period ended2025-09-30
    13F 12,049 shares
    Change vs previous 13F -2,177 shares

    0.01% of the 13F portfolio, value $2,293,786.

    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: 4,274 shares
    • Kestra Advisory Services, LLC: 7,775 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 14,226 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $3,100,797.

    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: 5,881 shares
    • Kestra Advisory Services, LLC: 7,254 shares
    • Kestra Investment Management, LLC: 1,091 shares

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

  6. period ended2025-03-31
    13F/A 14,063 shares
    Change vs previous 13F +2,616 shares

    0.01% of the 13F portfolio, value $2,921,729.

    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: 4,390 shares
    • Kestra Advisory Services, LLC: 8,728 shares
    • Kestra Investment Management, LLC: 945 shares

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

  7. period ended2024-12-31
    13F 11,447 shares
    Change vs previous 13F +289 shares

    0.01% of the 13F portfolio, value $2,137,081.

    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: 3,135 shares
    • Kestra Advisory Services, LLC: 8,180 shares
    • Kestra Investment Management, LLC: 132 shares

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

  8. period ended2024-09-30
    13F 11,158 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,831,316.

    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: 3,249 shares
    • Kestra Advisory Services, LLC: 7,909 shares

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