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Kestra Advisory Services, LLC: DSI position timeline

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

Kestra Advisory Services, LLC held 49,059 DSI 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 49,059 shares
    Change vs previous 13F -6,476 shares

    0.02% of the 13F portfolio, value $6,985,657.

    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: 9,488 shares
    • Kestra Advisory Services, LLC: 37,363 shares
    • Kestra Investment Management, LLC: 2,208 shares

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

  2. period ended2026-03-31
    13F 55,535 shares
    Change vs previous 13F +13,346 shares

    0.02% of the 13F portfolio, value $6,730,276.

    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: 9,107 shares
    • Kestra Advisory Services, LLC: 44,257 shares
    • Kestra Investment Management, LLC: 2,171 shares

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

  3. period ended2025-12-31
    13F 42,189 shares
    Change vs previous 13F +1,156 shares

    0.01% of the 13F portfolio, value $5,435,126.

    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: 10,307 shares
    • Kestra Advisory Services, LLC: 29,516 shares
    • Kestra Investment Management, LLC: 2,366 shares

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

  4. period ended2025-09-30
    13F 41,033 shares
    Change vs previous 13F +7,685 shares

    0.02% of the 13F portfolio, value $5,168,148.

    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: 9,866 shares
    • Kestra Advisory Services, LLC: 28,803 shares
    • Kestra Investment Management, LLC: 2,364 shares

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

  5. period ended2025-06-30
    13F/A 33,348 shares
    Change vs previous 13F +4,830 shares

    0.01% of the 13F portfolio, value $3,873,661.

    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: 6,225 shares
    • Kestra Advisory Services, LLC: 25,113 shares
    • Kestra Investment Management, LLC: 2,010 shares

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

  6. period ended2025-03-31
    13F/A 28,518 shares
    Change vs previous 13F -3,239 shares

    0.01% of the 13F portfolio, value $2,920,529.

    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: 6,215 shares
    • Kestra Advisory Services, LLC: 20,282 shares
    • Kestra Investment Management, LLC: 2,021 shares

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

  7. period ended2024-12-31
    13F 31,757 shares
    Change vs previous 13F +4,477 shares

    0.01% of the 13F portfolio, value $3,501,209.

    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: 6,203 shares
    • Kestra Advisory Services, LLC: 23,968 shares
    • Kestra Investment Management, LLC: 1,586 shares

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

  8. period ended2024-09-30
    13F 27,280 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,967,766.

    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: 4,808 shares
    • Kestra Advisory Services, LLC: 22,472 shares

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