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Kestra Advisory Services, LLC: SDVD position timeline

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

Kestra Advisory Services, LLC held 535,889 SDVD 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 535,889 shares
    Change vs previous 13F -732 shares

    0.03% of the 13F portfolio, value $12,373,685.

    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: 16,405 shares
    • Kestra Advisory Services, LLC: 519,484 shares

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

  2. period ended2026-03-31
    13F 536,621 shares
    Change vs previous 13F +88,703 shares

    0.03% of the 13F portfolio, value $11,644,676.

    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: 14,105 shares
    • Kestra Advisory Services, LLC: 522,516 shares

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

  3. period ended2025-12-31
    13F 447,918 shares
    Change vs previous 13F +36,231 shares

    0.03% of the 13F portfolio, value $9,612,329.

    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: 14,305 shares
    • Kestra Advisory Services, LLC: 433,613 shares

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

  4. period ended2025-09-30
    13F 411,687 shares
    Change vs previous 13F +52,015 shares

    0.03% of the 13F portfolio, value $8,900,665.

    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: 14,305 shares
    • Kestra Advisory Services, LLC: 397,382 shares

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

  5. period ended2025-06-30
    13F 359,672 shares
    Change vs previous 13F +132,832 shares

    0.03% of the 13F portfolio, value $7,376,867.

    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: 14,305 shares
    • Kestra Advisory Services, LLC: 345,367 shares

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

  6. period ended2025-03-31
    13F/A 226,840 shares
    Change vs previous 13F +48,051 shares

    0.02% of the 13F portfolio, value $4,529,995.

    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: 19,635 shares
    • Kestra Advisory Services, LLC: 207,205 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 178,789 shares
    Change vs previous 13F +123,727 shares

    0.01% of the 13F portfolio, value $3,846,645.

    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: 19,635 shares
    • Kestra Advisory Services, LLC: 158,777 shares
    • Kestra Investment Management, LLC: 377 shares

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

  8. period ended2024-09-30
    13F 55,062 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,214,668.

    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: 14,460 shares
    • Kestra Advisory Services, LLC: 40,602 shares

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