Skip to content
Disclosery

Kestra Advisory Services, LLC: DWX position timeline

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

Kestra Advisory Services, LLC held 10,548 DWX 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 10,548 shares
    Change vs previous 13F -5,784 shares

    <0.01% of the 13F portfolio, value $484,772.

    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: 0 shares
    • Kestra Advisory Services, LLC: 10,548 shares

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

  2. period ended2026-03-31
    13F 16,332 shares
    Change vs previous 13F +6,221 shares

    <0.01% of the 13F portfolio, value $744,788.

    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: 4,610 shares
    • Kestra Advisory Services, LLC: 11,722 shares

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

  3. period ended2025-12-31
    13F 10,111 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $444,242.

    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 9,696 shares
    Change vs previous 13F -1,517 shares

    <0.01% of the 13F portfolio, value $414,013.

    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 11,213 shares
    Change vs previous 13F -365 shares

    <0.01% of the 13F portfolio, value $472,628.

    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 11,578 shares
    Change vs previous 13F -2,121 shares

    <0.01% of the 13F portfolio, value $444,132.

    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 13,699 shares
    Change vs previous 13F +1,251 shares

    <0.01% of the 13F portfolio, value $478,917.

    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 12,448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $477,964.

    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).