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Kestra Advisory Services, LLC: SDIV position timeline

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

Kestra Advisory Services, LLC held 124,971 SDIV 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 124,971 shares
    Change vs previous 13F +11,426 shares

    0.01% of the 13F portfolio, value $3,054,305.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 92,745 shares
    • Kestra Advisory Services, LLC: 32,226 shares

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

  2. period ended2026-03-31
    13F 113,545 shares
    Change vs previous 13F +27,497 shares

    0.01% of the 13F portfolio, value $2,868,144.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,519 shares
    • Kestra Advisory Services, LLC: 33,026 shares

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

  3. period ended2025-12-31
    13F 86,048 shares
    Change vs previous 13F +10,578 shares

    0.01% of the 13F portfolio, value $2,067,720.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 60,549 shares
    • Kestra Advisory Services, LLC: 25,499 shares

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

  4. period ended2025-09-30
    13F 75,470 shares
    Change vs previous 13F +5,890 shares

    0.01% of the 13F portfolio, value $1,809,775.

    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: 51,194 shares
    • Kestra Advisory Services, LLC: 24,276 shares

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

  5. period ended2025-06-30
    13F 69,580 shares
    Change vs previous 13F +29,230 shares

    0.01% of the 13F portfolio, value $1,569,028.

    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: 46,775 shares
    • Kestra Advisory Services, LLC: 22,805 shares

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

  6. period ended2025-03-31
    13F/A 40,350 shares
    Change vs previous 13F +27,050 shares

    <0.01% of the 13F portfolio, value $846,139.

    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: 27,859 shares
    • Kestra Advisory Services, LLC: 12,491 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 13,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $274,246.

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

    • Kestra Advisory Services, LLC: 13,263 shares
    • Kestra Investment Management, LLC: 37 shares

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