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Kestra Advisory Services, LLC: VDC position timeline

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

Kestra Advisory Services, LLC held 85,918 VDC 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 85,918 shares
    Change vs previous 13F -5,463 shares

    0.05% of the 13F portfolio, value $19,373,797.

    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: 5,735 shares
    • Kestra Advisory Services, LLC: 80,183 shares

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

  2. period ended2026-03-31
    13F 91,381 shares
    Change vs previous 13F -2,434 shares

    0.06% of the 13F portfolio, value $20,523,231.

    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: 5,818 shares
    • Kestra Advisory Services, LLC: 85,563 shares

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

  3. period ended2025-12-31
    13F 93,815 shares
    Change vs previous 13F +3,235 shares

    0.06% of the 13F portfolio, value $19,817,429.

    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: 5,615 shares
    • Kestra Advisory Services, LLC: 88,200 shares

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

  4. period ended2025-09-30
    13F 90,580 shares
    Change vs previous 13F +16,020 shares

    0.07% of the 13F portfolio, value $19,359,724.

    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: 5,300 shares
    • Kestra Advisory Services, LLC: 85,280 shares

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

  5. period ended2025-06-30
    13F 74,560 shares
    Change vs previous 13F +499 shares

    0.06% of the 13F portfolio, value $16,328,617.

    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: 4,653 shares
    • Kestra Advisory Services, LLC: 69,907 shares

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

  6. period ended2025-03-31
    13F 74,061 shares
    Change vs previous 13F -13,793 shares

    0.06% of the 13F portfolio, value $16,206,028.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,260 shares
    • Kestra Advisory Services, LLC: 69,801 shares

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

  7. period ended2024-12-31
    13F 87,854 shares
    Change vs previous 13F -9,786 shares

    0.08% of the 13F portfolio, value $18,570,579.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,489 shares
    • Kestra Advisory Services, LLC: 83,365 shares

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

  8. period ended2024-09-30
    13F 97,640 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $21,332,438.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,697 shares
    • Kestra Advisory Services, LLC: 92,943 shares

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