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Kestra Advisory Services, LLC: PDI position timeline

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

Kestra Advisory Services, LLC held 397,984 PDI 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 397,984 shares
    Change vs previous 13F +16,817 shares

    0.02% of the 13F portfolio, value $6,646,336.

    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: 16,210 shares
    • Kestra Advisory Services, LLC: 381,774 shares

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

  2. period ended2026-03-31
    13F 381,167 shares
    Change vs previous 13F +16,900 shares

    0.02% of the 13F portfolio, value $6,600,916.

    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: 18,937 shares
    • Kestra Advisory Services, LLC: 362,230 shares

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

  3. period ended2025-12-31
    13F 364,267 shares
    Change vs previous 13F +83,696 shares

    0.02% of the 13F portfolio, value $6,451,170.

    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: 14,077 shares
    • Kestra Advisory Services, LLC: 350,190 shares

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

  4. period ended2025-09-30
    13F 280,571 shares
    Change vs previous 13F +117,538 shares

    0.02% of the 13F portfolio, value $5,555,292.

    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: 15,258 shares
    • Kestra Advisory Services, LLC: 265,313 shares

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

  5. period ended2025-06-30
    13F 163,033 shares
    Change vs previous 13F +16,053 shares

    0.01% of the 13F portfolio, value $3,092,727.

    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: 15,046 shares
    • Kestra Advisory Services, LLC: 147,987 shares

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

  6. period ended2025-03-31
    13F 146,980 shares
    Change vs previous 13F +25,654 shares

    0.01% of the 13F portfolio, value $2,910,204.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,306 shares
    • Kestra Advisory Services, LLC: 135,674 shares

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

  7. period ended2024-12-31
    13F 121,326 shares
    Change vs previous 13F +15,399 shares

    0.01% of the 13F portfolio, value $2,225,119.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,273 shares
    • Kestra Advisory Services, LLC: 108,053 shares

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

  8. period ended2024-09-30
    13F 105,927 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,147,145.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,481 shares
    • Kestra Advisory Services, LLC: 92,446 shares

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