KESTRA PRIVATE WEALTH SERVICES, LLC DKL β€” DELEK LOGISTICS PARTNERS LP

Ownership history in KESTRA PRIVATE WEALTH SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

KESTRA PRIVATE WEALTH SERVICES, LLC reported DELEK LOGISTICS PARTNERS LP (DKL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows DKL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DKL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KESTRA PRIVATE WEALTH SERVICES, LLC's position in DELEK LOGISTICS PARTNERS LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DKL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KESTRA PRIVATE WEALTH SERVICES, LLC held DKL β€” position size vs. price
% of Fund (quarterly)    DKL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 9,288 -1,098 -10.6% 0.01% $462K 2026-04-20 $50.07
2025 Q4 ADDED β€” β€” β€” 10,386 +22 +0.2% 0.01% $463K 2026-01-29 $50.35
2025 Q3 REDUCED 5.2% -0.5% βœ… 10,364 -569 -5.2% 0.01% $472K 2025-11-17 $44.09
2025 Q2 ADDED β€” β€” β€” 10,933 +2,815 +34.7% 0.01% $470K 2025-08-07 $41.91
2025 Q1 INITIATED β€” β€” β€” 8,118 β€” β€” 0.01% $351K 2025-05-05 $34.80

FAQ About KESTRA PRIVATE WEALTH SERVICES, LLC and DKL

These are the practical questions this page is built to answer before you even open the full history table.

How long has KESTRA PRIVATE WEALTH SERVICES, LLC reported owning DKL?

KESTRA PRIVATE WEALTH SERVICES, LLC reported DKL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported DKL position in KESTRA PRIVATE WEALTH SERVICES, LLC's portfolio?

The largest reported portfolio weight for DKL was 0.01% in 2025 Q2.

What is the latest reported DKL position on this page?

The most recent filing on this page is 2026 Q1, when KESTRA PRIVATE WEALTH SERVICES, LLC reported 9,288 shares, equal to 0.01% of portfolio, with an estimated market value of $462K.

What does the chart on this DKL ownership page compare?

The chart compares KESTRA PRIVATE WEALTH SERVICES, LLC's quarterly DKL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KESTRA PRIVATE WEALTH SERVICES, LLC time their DKL position?

Based on 13F filing dates vs. subsequent DKL price moves, KESTRA PRIVATE WEALTH SERVICES, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on DKL relative to SPY over the holding period was +14.2%.

← Back to KESTRA PRIVATE WEALTH SERVICES, LLC Holdings