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Kestra Advisory Services, LLC: RDIV position timeline

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

Kestra Advisory Services, LLC held 22,257 RDIV 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 22,257 shares
    Change vs previous 13F +4,445 shares

    <0.01% of the 13F portfolio, value $1,290,941.

    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: 6,415 shares
    • Kestra Advisory Services, LLC: 15,842 shares

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

  2. period ended2026-03-31
    13F 17,812 shares
    Change vs previous 13F +660 shares

    <0.01% of the 13F portfolio, value $991,429.

    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: 6,406 shares
    • Kestra Advisory Services, LLC: 11,406 shares

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

  3. period ended2025-12-31
    13F 17,152 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $892,589.

    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: 6,395 shares
    • Kestra Advisory Services, LLC: 10,757 shares

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

  4. period ended2025-09-30
    13F 16,964 shares
    Change vs previous 13F -980 shares

    <0.01% of the 13F portfolio, value $884,177.

    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: 6,555 shares
    • Kestra Advisory Services, LLC: 10,409 shares

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

  5. period ended2025-06-30
    13F 17,944 shares
    Change vs previous 13F +6,231 shares

    <0.01% of the 13F portfolio, value $858,629.

    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: 6,745 shares
    • Kestra Advisory Services, LLC: 11,199 shares

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

  6. period ended2025-03-31
    13F 11,713 shares
    Change vs previous 13F -3,665 shares

    <0.01% of the 13F portfolio, value $571,829.

    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 15,378 shares
    Change vs previous 13F -8,050 shares

    <0.01% of the 13F portfolio, value $741,989.

    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 23,428 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,169,930.

    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).