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Kestra Advisory Services, LLC: TDG position timeline

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

Kestra Advisory Services, LLC held 2,650 TDG 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 2,650 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $3,530,499.

    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: 844 shares
    • Kestra Advisory Services, LLC: 1,806 shares

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

  2. period ended2026-03-31
    13F 2,469 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $2,861,486.

    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: 986 shares
    • Kestra Advisory Services, LLC: 1,483 shares

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

  3. period ended2025-12-31
    13F 2,610 shares
    Change vs previous 13F -776 shares

    0.01% of the 13F portfolio, value $3,470,541.

    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: 976 shares
    • Kestra Advisory Services, LLC: 1,634 shares

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

  4. period ended2025-09-30
    13F 3,386 shares
    Change vs previous 13F -1,990 shares

    0.02% of the 13F portfolio, value $4,463,363.

    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: 1,064 shares
    • Kestra Advisory Services, LLC: 2,322 shares

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

  5. period ended2025-06-30
    13F 5,376 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $8,174,737.

    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: 1,347 shares
    • Kestra Advisory Services, LLC: 4,029 shares

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

  6. period ended2025-03-31
    13F/A 5,375 shares
    Change vs previous 13F -1,528 shares

    0.03% of the 13F portfolio, value $7,435,184.

    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: 3,038 shares
    • Kestra Advisory Services, LLC: 2,337 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,903 shares
    Change vs previous 13F +1,684 shares

    0.03% of the 13F portfolio, value $8,748,401.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,005 shares
    • Kestra Advisory Services, LLC: 2,888 shares
    • Kestra Investment Management, LLC: 10 shares

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

  8. period ended2024-09-30
    13F 5,219 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,448,177.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,833 shares
    • Kestra Advisory Services, LLC: 2,386 shares

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