Kestra Advisory Services
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Kestra Advisory Services’s Datavault AI DVLT Stock Holding History

Kestra Advisory Services’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.09K Hold
19,850
– – ﹤0.01% 3437
2026
Q2 		$6.95K Buy
+19,850
New +$10.9K ﹤0.01% 3254

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Commonwealth Equity Services
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
M Holdings Securities
M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services's DVLT Position: Q3 2026 in Review

Kestra Advisory Services held its Datavault AI (DVLT) position steady in Q3 2026 at 19,850 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Kestra Advisory Services first reported a position in DVLT in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.95K in Q2 2026. 55 funds tracked by Wall St. Rank hold DVLT as of Q3 2026.

  • Kestra Advisory Services held 19,850 shares of Datavault AI worth $3.09K as of Q3 2026.
  • Kestra Advisory Services left its Datavault AI share count unchanged in Q3 2026.
  • Datavault AI made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3437 holding.
  • Kestra Advisory Services first reported a position in Datavault AI in Q2 2026 and has held it in 2 quarters since.
  • Kestra Advisory Services's Datavault AI position peaked at $6.95K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Datavault AI as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.