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Kestra Advisory Services, LLC: PDT position timeline

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

Kestra Advisory Services, LLC held 88,070 PDT 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 88,070 shares
    Change vs previous 13F +1,394 shares

    <0.01% of the 13F portfolio, value $1,140,502.

    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 86,676 shares
    Change vs previous 13F +13,576 shares

    <0.01% of the 13F portfolio, value $1,135,451.

    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 73,100 shares
    Change vs previous 13F -18,127 shares

    <0.01% of the 13F portfolio, value $928,372.

    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 91,227 shares
    Change vs previous 13F +3,242 shares

    0.01% of the 13F portfolio, value $1,216,968.

    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 87,985 shares
    Change vs previous 13F -17,653 shares

    0.01% of the 13F portfolio, value $1,158,763.

    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 105,638 shares
    Change vs previous 13F -1,679 shares

    0.01% of the 13F portfolio, value $1,381,745.

    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 107,317 shares
    Change vs previous 13F -21,478 shares

    0.01% of the 13F portfolio, value $1,367,219.

    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 128,795 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,702,676.

    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).