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Kestra Advisory Services, LLC: VSDM position timeline

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

Kestra Advisory Services, LLC held 143,251 VSDM 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 143,251 shares
    Change vs previous 13F +139,848 shares

    0.03% of the 13F portfolio, value $10,977,329.

    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: 3,932 shares
    • Kestra Investment Management, LLC: 139,319 shares

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

  2. period ended2026-03-31
    13F 3,403 shares
    Change vs previous 13F +204 shares

    <0.01% of the 13F portfolio, value $259,619.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,199 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $244,547.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,165 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,773.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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