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Kestra Advisory Services, LLC: EDIV position timeline

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

Kestra Advisory Services, LLC held 220,022 EDIV 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 220,022 shares
    Change vs previous 13F +12,922 shares

    0.02% of the 13F portfolio, value $9,011,570.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 197,794 shares
    • Kestra Advisory Services, LLC: 22,228 shares

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

  2. period ended2026-03-31
    13F 207,100 shares
    Change vs previous 13F +20,036 shares

    0.02% of the 13F portfolio, value $8,176,301.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 187,767 shares
    • Kestra Advisory Services, LLC: 19,333 shares

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

  3. period ended2025-12-31
    13F 187,064 shares
    Change vs previous 13F +12,254 shares

    0.02% of the 13F portfolio, value $7,323,566.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 178,104 shares
    • Kestra Advisory Services, LLC: 8,960 shares

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

  4. period ended2025-09-30
    13F 174,810 shares
    Change vs previous 13F +27,915 shares

    0.02% of the 13F portfolio, value $6,791,340.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 168,817 shares
    • Kestra Advisory Services, LLC: 5,993 shares

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

  5. period ended2025-06-30
    13F 146,895 shares
    Change vs previous 13F +13,679 shares

    0.08% of the 13F portfolio, value $5,599,637.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 146,895 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 133,216 shares
    Change vs previous 13F +28,020 shares

    0.02% of the 13F portfolio, value $4,755,811.

    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: 131,374 shares
    • Kestra Advisory Services, LLC: 1,842 shares

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

  7. period ended2024-12-31
    13F 105,196 shares
    Change vs previous 13F +36,974 shares

    0.06% of the 13F portfolio, value $3,710,789.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH 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 68,222 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,569,923.

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

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