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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

  1. period ended2026-06-30
    13F 68,455 shares
    Change 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).

  2. period ended2026-03-31
    13F 39,473 shares
    Change 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).

  3. period ended2025-12-31
    13F 27,129 shares
    Change 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).

  4. period ended2025-09-30
    13F 23,351 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F/A 65,465 shares
    Change 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).

  6. period ended2025-03-31
    13F/A 81,533 shares
    Change 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).

  7. period ended2024-12-31
    13F 29,988 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 19,596 shares
    Change 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), ingested

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