Kestra Advisory Services, LLC
CIK
0001830819
City
AUSTIN
State / Country
TX
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $157,775 | 7,589 | Shares | Sole | 2026-02-13 |
| 2024-09-30 | $477,321 | 22,201 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $356,563 | 18,571 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $306,125 | 15,969 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $262,043 | 14,763 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $236,389 | 14,096 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $269,208 | 15,454 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $239,403 | 13,183 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $244,296 | 13,057 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $260,276 | 13,706 | Shares | Sole | 2022-11-01 |
| 2022-06-30 | $308,789 | 14,369 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $388,516 | 14,920 | Shares | Sole | 2022-07-20 |
| 2021-12-31 | $407,699 | 14,676 | Shares | Sole | 2022-07-25 |
| 2021-09-30 | $410,688 | 14,260 | Shares | Sole | 2022-07-25 |
| 2021-06-30 | $391,590 | 13,374 | Shares | Sole | 2022-07-26 |
| 2021-03-31 | $259,453 | 8,614 | Shares | Sole | 2022-07-27 |