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Kestra Advisory Services, LLC: MDIV position timeline

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

Kestra Advisory Services, LLC held 117,215 MDIV 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 117,215 shares
    Change vs previous 13F -14,919 shares

    0.01% of the 13F portfolio, value $1,936,979.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 132,134 shares
    Change vs previous 13F +15,276 shares

    0.01% of the 13F portfolio, value $2,136,600.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 116,858 shares
    Change vs previous 13F -4,479 shares

    0.01% of the 13F portfolio, value $1,837,016.

    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 121,337 shares
    Change vs previous 13F -7,064 shares

    0.01% of the 13F portfolio, value $1,946,239.

    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 128,401 shares
    Change vs previous 13F +4,728 shares

    0.01% of the 13F portfolio, value $2,030,023.

    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 123,673 shares
    Change vs previous 13F -4,986 shares

    0.01% of the 13F portfolio, value $2,022,350.

    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 128,659 shares
    Change vs previous 13F +12,045 shares

    0.01% of the 13F portfolio, value $2,077,843.

    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 116,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,939,288.

    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).