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Kestra Advisory Services, LLC: DTE position timeline

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

Kestra Advisory Services, LLC held 31,118 DTE 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 31,118 shares
    Change vs previous 13F +2,091 shares

    0.01% of the 13F portfolio, value $4,741,367.

    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: 12,218 shares
    • Kestra Advisory Services, LLC: 18,900 shares

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

  2. period ended2026-03-31
    13F 29,027 shares
    Change vs previous 13F +3,065 shares

    0.01% of the 13F portfolio, value $4,244,311.

    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: 9,947 shares
    • Kestra Advisory Services, LLC: 19,080 shares

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

  3. period ended2025-12-31
    13F 25,962 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $3,348,584.

    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: 6,551 shares
    • Kestra Advisory Services, LLC: 19,411 shares

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

  4. period ended2025-09-30
    13F 25,385 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $3,590,198.

    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: 6,336 shares
    • Kestra Advisory Services, LLC: 19,049 shares

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

  5. period ended2025-06-30
    13F 25,434 shares
    Change vs previous 13F -2,260 shares

    0.01% of the 13F portfolio, value $3,368,997.

    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: 5,830 shares
    • Kestra Advisory Services, LLC: 19,604 shares

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

  6. period ended2025-03-31
    13F/A 27,694 shares
    Change vs previous 13F -2,689 shares

    0.01% of the 13F portfolio, value $3,829,249.

    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: 6,548 shares
    • Kestra Advisory Services, LLC: 21,146 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 30,383 shares
    Change vs previous 13F +2,633 shares

    0.01% of the 13F portfolio, value $3,668,806.

    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: 6,871 shares
    • Kestra Advisory Services, LLC: 23,038 shares
    • Kestra Investment Management, LLC: 474 shares

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

  8. period ended2024-09-30
    13F 27,750 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,563,365.

    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: 4,676 shares
    • Kestra Advisory Services, LLC: 23,074 shares

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