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Kestra Advisory Services, LLC: DWM position timeline

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

Kestra Advisory Services, LLC held 88,148 DWM 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 88,148 shares
    Change vs previous 13F -28,373 shares

    0.02% of the 13F portfolio, value $6,453,703.

    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: 6,026 shares
    • Kestra Advisory Services, LLC: 82,122 shares

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

  2. period ended2026-03-31
    13F 116,521 shares
    Change vs previous 13F -19,423 shares

    0.02% of the 13F portfolio, value $8,143,722.

    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: 8,868 shares
    • Kestra Advisory Services, LLC: 107,653 shares

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

  3. period ended2025-12-31
    13F 135,944 shares
    Change vs previous 13F +427 shares

    0.03% of the 13F portfolio, value $9,347,512.

    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: 7,159 shares
    • Kestra Advisory Services, LLC: 128,785 shares

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

  4. period ended2025-09-30
    13F 135,517 shares
    Change vs previous 13F +13,499 shares

    0.03% of the 13F portfolio, value $8,973,700.

    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: 4,773 shares
    • Kestra Advisory Services, LLC: 130,744 shares

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

  5. period ended2025-06-30
    13F 122,018 shares
    Change vs previous 13F +16,943 shares

    0.03% of the 13F portfolio, value $7,755,479.

    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: 4,250 shares
    • Kestra Advisory Services, LLC: 117,768 shares

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

  6. period ended2025-03-31
    13F 105,075 shares
    Change vs previous 13F +76,884 shares

    0.03% of the 13F portfolio, value $6,110,626.

    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 28,191 shares
    Change vs previous 13F -386 shares

    0.01% of the 13F portfolio, value $1,485,525.

    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 28,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,644,787.

    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).