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Kestra Advisory Services, LLC: QDEF position timeline

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

Kestra Advisory Services, LLC held 18,717 QDEF 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 18,717 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $1,628,765.

    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: 5,265 shares
    • Kestra Advisory Services, LLC: 13,452 shares

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

  2. period ended2026-03-31
    13F 18,933 shares
    Change vs previous 13F +2,951 shares

    <0.01% of the 13F portfolio, value $1,511,307.

    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: 5,264 shares
    • Kestra Advisory Services, LLC: 13,669 shares

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

  3. period ended2025-12-31
    13F 15,982 shares
    Change vs previous 13F +5,240 shares

    <0.01% of the 13F portfolio, value $1,293,864.

    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: 5,360 shares
    • Kestra Advisory Services, LLC: 10,622 shares

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

  4. period ended2025-09-30
    13F 10,742 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $859,153.

    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: 5,745 shares
    • Kestra Advisory Services, LLC: 4,997 shares

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

  5. period ended2025-06-30
    13F 10,850 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $803,427.

    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: 5,744 shares
    • Kestra Advisory Services, LLC: 5,106 shares

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

  6. period ended2025-03-31
    13F 11,210 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $783,467.

    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: 6,463 shares
    • Kestra Advisory Services, LLC: 4,747 shares

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

  7. period ended2024-12-31
    13F 10,773 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $756,516.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,682 shares
    • Kestra Advisory Services, LLC: 4,091 shares

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

  8. period ended2024-09-30
    13F 11,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $848,599.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,681 shares
    • Kestra Advisory Services, LLC: 5,186 shares

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