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Kestra Advisory Services, LLC: TDVG position timeline

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

Kestra Advisory Services, LLC held 57,124 TDVG 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 57,124 shares
    Change vs previous 13F -1,818 shares

    0.01% of the 13F portfolio, value $2,800,773.

    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: 13,503 shares
    • Kestra Advisory Services, LLC: 43,621 shares

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

  2. period ended2026-03-31
    13F 58,942 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $2,630,582.

    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: 15,311 shares
    • Kestra Advisory Services, LLC: 43,631 shares

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

  3. period ended2025-12-31
    13F 59,156 shares
    Change vs previous 13F -58,890 shares

    0.01% of the 13F portfolio, value $2,660,214.

    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: 16,077 shares
    • Kestra Advisory Services, LLC: 43,079 shares

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

  4. period ended2025-09-30
    13F 118,046 shares
    Change vs previous 13F +19,154 shares

    0.02% of the 13F portfolio, value $5,189,292.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 78,154 shares
    • Kestra Advisory Services, LLC: 39,892 shares

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

  5. period ended2025-06-30
    13F 98,892 shares
    Change vs previous 13F -14,127 shares

    0.02% of the 13F portfolio, value $4,191,063.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 93,815 shares
    • Kestra Advisory Services, LLC: 5,077 shares

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

  6. period ended2025-03-31
    13F 113,019 shares
    Change vs previous 13F -4,689 shares

    0.02% of the 13F portfolio, value $4,565,968.

    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: 107,705 shares
    • Kestra Advisory Services, LLC: 5,314 shares

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

  7. period ended2024-12-31
    13F 117,708 shares
    Change vs previous 13F +22,751 shares

    0.02% of the 13F portfolio, value $4,660,059.

    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: 112,182 shares
    • Kestra Advisory Services, LLC: 5,526 shares

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

  8. period ended2024-09-30
    13F 94,957 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,889,439.

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

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