Kestra Advisory Services, LLC: PDBC position timeline

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

Kestra Advisory Services, LLC held 404,795 PDBC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 404,795 shares
Change vs previous 13F -10,298 shares
0.02% of the 13F portfolio, value $6,428,148.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 377,529 shares
- Kestra Advisory Services, LLC: 27,266 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 415,093 shares
Change vs previous 13F -62,837 shares
0.02% of the 13F portfolio, value $7,189,406.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 381,651 shares
- Kestra Advisory Services, LLC: 33,442 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 477,930 shares
Change vs previous 13F +10,749 shares
0.02% of the 13F portfolio, value $6,332,571.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 459,447 shares
- Kestra Advisory Services, LLC: 18,483 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 467,181 shares
Change vs previous 13F -36,718 shares
0.02% of the 13F portfolio, value $6,274,240.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 449,008 shares
- Kestra Advisory Services, LLC: 18,173 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 503,899 shares
Change vs previous 13F +31,387 shares
0.02% of the 13F portfolio, value $6,570,837.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 471,407 shares
- Kestra Advisory Services, LLC: 32,492 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 472,512 shares
Change vs previous 13F +1,439 shares
0.02% of the 13F portfolio, value $6,440,338.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 455,005 shares
- Kestra Advisory Services, LLC: 17,507 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 471,073 shares
Change vs previous 13F +70,754 shares
0.02% of the 13F portfolio, value $6,119,238.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 429,548 shares
- Kestra Advisory Services, LLC: 41,461 shares
- Kestra Investment Management, LLC: 64 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 400,319 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $5,376,278.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 384,194 shares
- Kestra Advisory Services, LLC: 16,125 shares
Acceptance time not in the bulk data set (spec §4.2).