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Kestra Advisory Services, LLC → WD
Kestra Advisory Services, LLC WD Position History
Walker & Dunlop, Inc. • Financial Services
Quarters held
5
Latest value
$503K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $817K |
| Q1 2026 | $593K |
| Q2 2026 | $793K |
| Q3 2026 | $503K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $503K | 14.3K | — | — |
| Q2 2026 | $793K | 14.5K | — | — |
| Q1 2026 | $593K | 13.4K | — | — |
| Q4 2025 | $817K | 13.6K | — | — |
| Q3 2025 | $1.1M | 12.7K | — | — |
Other funds holding WD
$371.1M
$99.8M
$88.7M
$88.7M
$68.7M