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Kestra Advisory Services, LLC: DXYZ position timeline

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

Kestra Advisory Services, LLC held 223,163 DXYZ 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 223,163 shares
    Change vs previous 13F +58,883 shares

    0.02% of the 13F portfolio, value $5,748,679.

    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: 223,163 shares

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

  2. period ended2026-03-31
    13F 164,280 shares
    Change vs previous 13F +109,898 shares

    0.01% of the 13F portfolio, value $4,399,416.

    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: 24,095 shares
    • Kestra Advisory Services, LLC: 140,185 shares

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

  3. period ended2025-12-31
    13F 54,382 shares
    Change vs previous 13F +19,551 shares

    0.01% of the 13F portfolio, value $1,665,721.

    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 34,831 shares
    Change vs previous 13F +9,814 shares

    <0.01% of the 13F portfolio, value $741,900.

    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 25,017 shares
    Change vs previous 13F +8,721 shares

    <0.01% of the 13F portfolio, value $952,898.

    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 16,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $576,715.

    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).