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Kestra Advisory Services, LLC: DSEP position timeline

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

Kestra Advisory Services, LLC held 137,471 DSEP 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 137,471 shares
    Change vs previous 13F -50,719 shares

    0.02% of the 13F portfolio, value $6,521,634.

    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: 11,238 shares
    • Kestra Advisory Services, LLC: 126,233 shares

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

  2. period ended2026-03-31
    13F 188,190 shares
    Change vs previous 13F -2,143 shares

    0.02% of the 13F portfolio, value $8,273,142.

    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: 11,238 shares
    • Kestra Advisory Services, LLC: 176,952 shares

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

  3. period ended2025-12-31
    13F 190,333 shares
    Change vs previous 13F -717 shares

    0.03% of the 13F portfolio, value $8,547,113.

    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: 11,238 shares
    • Kestra Advisory Services, LLC: 179,095 shares

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

  4. period ended2025-09-30
    13F 191,050 shares
    Change vs previous 13F +14,784 shares

    0.03% of the 13F portfolio, value $8,444,410.

    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: 11,238 shares
    • Kestra Advisory Services, LLC: 179,812 shares

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

  5. period ended2025-06-30
    13F 176,266 shares
    Change vs previous 13F +8,611 shares

    0.03% of the 13F portfolio, value $7,473,643.

    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: 21,238 shares
    • Kestra Advisory Services, LLC: 155,028 shares

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

  6. period ended2025-03-31
    13F 167,655 shares
    Change vs previous 13F -28,178 shares

    0.02% of the 13F portfolio, value $6,651,846.

    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: 24,988 shares
    • Kestra Advisory Services, LLC: 142,667 shares

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

  7. period ended2024-12-31
    13F 195,833 shares
    Change vs previous 13F +34,409 shares

    0.03% of the 13F portfolio, value $7,940,421.

    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: 26,388 shares
    • Kestra Advisory Services, LLC: 169,445 shares

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

  8. period ended2024-09-30
    13F 161,424 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,465,031.

    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).