Skip to content
Disclosery

Kestra Advisory Services, LLC: TDIV position timeline

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

Kestra Advisory Services, LLC held 159,880 TDIV 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 159,880 shares
    Change vs previous 13F -36,844 shares

    0.04% of the 13F portfolio, value $18,366,984.

    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: 8,724 shares
    • Kestra Advisory Services, LLC: 148,481 shares
    • Kestra Investment Management, LLC: 2,675 shares

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

  2. period ended2026-03-31
    13F 196,724 shares
    Change vs previous 13F +101,895 shares

    0.05% of the 13F portfolio, value $18,425,215.

    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: 8,706 shares
    • Kestra Advisory Services, LLC: 183,492 shares
    • Kestra Investment Management, LLC: 4,526 shares

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

  3. period ended2025-12-31
    13F 94,829 shares
    Change vs previous 13F -160,985 shares

    0.03% of the 13F portfolio, value $9,183,295.

    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: 29,713 shares
    • Kestra Advisory Services, LLC: 60,398 shares
    • Kestra Investment Management, LLC: 4,718 shares

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

  4. period ended2025-09-30
    13F 255,814 shares
    Change vs previous 13F -3,147 shares

    0.08% of the 13F portfolio, value $25,220,710.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,597 shares
    • Kestra Advisory Services, LLC: 62,157 shares
    • Kestra Investment Management, LLC: 184,060 shares

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

  5. period ended2025-06-30
    13F/A 258,961 shares
    Change vs previous 13F -159,826 shares

    0.08% of the 13F portfolio, value $23,350,505.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,804 shares
    • Kestra Advisory Services, LLC: 65,408 shares
    • Kestra Investment Management, LLC: 182,749 shares

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

  6. period ended2025-03-31
    13F/A 418,787 shares
    Change vs previous 13F +149,339 shares

    0.1% of the 13F portfolio, value $30,826,912.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,260 shares
    • Kestra Advisory Services, LLC: 63,543 shares
    • Kestra Investment Management, LLC: 342,984 shares

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

  7. period ended2024-12-31
    13F 269,448 shares
    Change vs previous 13F +6,006 shares

    0.08% of the 13F portfolio, value $21,140,852.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,084 shares
    • Kestra Advisory Services, LLC: 73,047 shares
    • Kestra Investment Management, LLC: 178,317 shares

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

  8. period ended2024-09-30
    13F 263,442 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $21,154,392.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,042 shares
    • Kestra Advisory Services, LLC: 63,649 shares
    • Kestra Investment Management, LLC: 181,751 shares

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