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Kestra Advisory Services, LLC: DTD position timeline

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

Kestra Advisory Services, LLC held 202,645 DTD 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 202,645 shares
    Change vs previous 13F -21,536 shares

    0.06% of the 13F portfolio, value $18,896,043.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 224,181 shares
    Change vs previous 13F +24,416 shares

    0.07% of the 13F portfolio, value $19,360,259.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 199,765 shares
    Change vs previous 13F +29,566 shares

    0.07% of the 13F portfolio, value $16,956,042.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 170,199 shares
    Change vs previous 13F +25,702 shares

    0.07% of the 13F portfolio, value $14,296,723.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 144,497 shares
    Change vs previous 13F +10,462 shares

    0.06% of the 13F portfolio, value $11,490,411.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 134,035 shares
    Change vs previous 13F +29,225 shares

    0.02% of the 13F portfolio, value $4,283,759.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 104,810 shares
    Change vs previous 13F +8,622 shares

    0.04% of the 13F portfolio, value $7,951,117.

    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 96,188 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $7,375,539.

    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).