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Kestra Advisory Services, LLC: DYNF position timeline

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

Kestra Advisory Services, LLC held 1,325,071 DYNF 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 1,325,071 shares
    Change vs previous 13F +34,940 shares

    0.2% of the 13F portfolio, value $90,118,092.

    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: 373,023 shares
    • Kestra Advisory Services, LLC: 935,568 shares
    • Kestra Investment Management, LLC: 16,480 shares

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

  2. period ended2026-03-31
    13F 1,290,131 shares
    Change vs previous 13F +417,900 shares

    0.22% of the 13F portfolio, value $75,059,845.

    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: 422,123 shares
    • Kestra Advisory Services, LLC: 868,008 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 872,231 shares
    Change vs previous 13F +139,007 shares

    0.15% of the 13F portfolio, value $53,040,369.

    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: 419,077 shares
    • Kestra Advisory Services, LLC: 444,325 shares
    • Kestra Investment Management, LLC: 8,829 shares

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

  4. period ended2025-09-30
    13F 733,224 shares
    Change vs previous 13F +73,798 shares

    0.13% of the 13F portfolio, value $43,406,828.

    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: 323,155 shares
    • Kestra Advisory Services, LLC: 401,435 shares
    • Kestra Investment Management, LLC: 8,634 shares

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

  5. period ended2025-06-30
    13F/A 659,426 shares
    Change vs previous 13F -68,888 shares

    0.12% of the 13F portfolio, value $35,912,333.

    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: 265,311 shares
    • Kestra Advisory Services, LLC: 387,629 shares
    • Kestra Investment Management, LLC: 6,486 shares

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

  6. period ended2025-03-31
    13F/A 728,314 shares
    Change vs previous 13F +197,435 shares

    0.12% of the 13F portfolio, value $35,512,591.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 398,718 shares
    • Kestra Advisory Services, LLC: 322,331 shares
    • Kestra Investment Management, LLC: 7,265 shares

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

  7. period ended2024-12-31
    13F 530,879 shares
    Change vs previous 13F +184,390 shares

    0.1% of the 13F portfolio, value $27,207,561.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 280,447 shares
    • Kestra Advisory Services, LLC: 247,793 shares
    • Kestra Investment Management, LLC: 2,639 shares

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

  8. period ended2024-09-30
    13F 346,489 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $17,140,803.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 174,388 shares
    • Kestra Advisory Services, LLC: 172,101 shares

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