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Kestra Advisory Services, LLC: DTM position timeline

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

Kestra Advisory Services, LLC held 14,502 DTM 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 14,502 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $2,127,950.

    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: 6,295 shares
    • Kestra Advisory Services, LLC: 8,207 shares

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

  2. period ended2026-03-31
    13F 14,108 shares
    Change vs previous 13F +1,533 shares

    0.01% of the 13F portfolio, value $1,900,010.

    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: 5,981 shares
    • Kestra Advisory Services, LLC: 8,127 shares

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

  3. period ended2025-12-31
    13F 12,575 shares
    Change vs previous 13F +1,053 shares

    <0.01% of the 13F portfolio, value $1,504,949.

    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: 4,887 shares
    • Kestra Advisory Services, LLC: 7,688 shares

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

  4. period ended2025-09-30
    13F 11,522 shares
    Change vs previous 13F +143 shares

    <0.01% of the 13F portfolio, value $1,302,642.

    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: 4,372 shares
    • Kestra Advisory Services, LLC: 7,150 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 11,379 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $1,250,673.

    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: 5,209 shares
    • Kestra Advisory Services, LLC: 5,850 shares
    • Kestra Investment Management, LLC: 320 shares

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

  6. period ended2025-03-31
    13F/A 10,867 shares
    Change vs previous 13F +1,603 shares

    <0.01% of the 13F portfolio, value $1,048,449.

    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: 4,460 shares
    • Kestra Advisory Services, LLC: 6,087 shares
    • Kestra Investment Management, LLC: 320 shares

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

  7. period ended2024-12-31
    13F 9,264 shares
    Change vs previous 13F +2,500 shares

    <0.01% of the 13F portfolio, value $921,120.

    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: 2,411 shares
    • Kestra Advisory Services, LLC: 6,853 shares

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

  8. period ended2024-09-30
    13F 6,764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $532,028.

    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).