Kestra Advisory Services, LLC: TDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on TDC, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 68,455 TDC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 68,455 sharesChange vs previous 13F +28,982 shares
0.01% of the 13F portfolio, value $2,371,965.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 6,299 shares
- Kestra Investment Management, LLC: 62,156 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,473 sharesChange vs previous 13F +12,344 shares
0.02% of the 13F portfolio, value $1,011,996.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 39,473 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,129 sharesChange vs previous 13F +3,778 shares
<0.01% of the 13F portfolio, value $825,807.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 7,250 shares
- Kestra Investment Management, LLC: 19,879 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,351 sharesChange vs previous 13F -42,114 shares
0.01% of the 13F portfolio, value $502,280.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 65,465 sharesChange vs previous 13F -16,068 shares
0.04% of the 13F portfolio, value $1,460,524.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 0 shares
- Kestra Investment Management, LLC: 65,465 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 81,533 sharesChange vs previous 13F +51,545 shares
0.01% of the 13F portfolio, value $1,832,862.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 4,678 shares
- Kestra Investment Management, LLC: 76,855 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,988 sharesChange vs previous 13F +10,392 shares
0.04% of the 13F portfolio, value $934,126.
13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,596 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $594,543.
13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).