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Kestra Advisory Services, LLC: DVY position timeline

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

Kestra Advisory Services, LLC held 156,116 DVY 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 156,116 shares
    Change vs previous 13F -19,064 shares

    0.06% of the 13F portfolio, value $24,400,993.

    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: 10,509 shares
    • Kestra Advisory Services, LLC: 145,607 shares

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

  2. period ended2026-03-31
    13F 175,180 shares
    Change vs previous 13F +49,770 shares

    0.08% of the 13F portfolio, value $26,523,973.

    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: 9,261 shares
    • Kestra Advisory Services, LLC: 165,919 shares

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

  3. period ended2025-12-31
    13F 125,410 shares
    Change vs previous 13F -1,127 shares

    0.05% of the 13F portfolio, value $17,700,346.

    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: 8,387 shares
    • Kestra Advisory Services, LLC: 117,023 shares

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

  4. period ended2025-09-30
    13F 126,537 shares
    Change vs previous 13F -9,141 shares

    0.06% of the 13F portfolio, value $17,980,905.

    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: 7,483 shares
    • Kestra Advisory Services, LLC: 119,054 shares

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

  5. period ended2025-06-30
    13F 135,678 shares
    Change vs previous 13F +20,320 shares

    0.07% of the 13F portfolio, value $18,019,358.

    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: 7,750 shares
    • Kestra Advisory Services, LLC: 127,928 shares

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

  6. period ended2025-03-31
    13F/A 115,358 shares
    Change vs previous 13F -23,963 shares

    0.06% of the 13F portfolio, value $15,491,426.

    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: 7,738 shares
    • Kestra Advisory Services, LLC: 107,620 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 139,321 shares
    Change vs previous 13F +13,959 shares

    0.07% of the 13F portfolio, value $18,291,446.

    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: 7,110 shares
    • Kestra Advisory Services, LLC: 132,157 shares
    • Kestra Investment Management, LLC: 54 shares

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

  8. period ended2024-09-30
    13F 125,362 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,932,712.

    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: 7,474 shares
    • Kestra Advisory Services, LLC: 117,888 shares

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