Skip to content
Disclosery

Kestra Advisory Services, LLC: BOXX position timeline

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

Kestra Advisory Services, LLC held 63,383 BOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,383 shares
    Change vs previous 13F -43,203 shares

    0.02% of the 13F portfolio, value $7,421,515.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,335 shares
    • Kestra Advisory Services, LLC: 42,048 shares

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

  2. period ended2026-03-31
    13F 106,586 shares
    Change vs previous 13F +39,008 shares

    0.04% of the 13F portfolio, value $12,394,886.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,380 shares
    • Kestra Advisory Services, LLC: 41,206 shares

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

  3. period ended2025-12-31
    13F 67,578 shares
    Change vs previous 13F +20,556 shares

    0.02% of the 13F portfolio, value $7,778,228.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,797 shares
    • Kestra Advisory Services, LLC: 34,781 shares

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

  4. period ended2025-09-30
    13F 47,022 shares
    Change vs previous 13F +16,447 shares

    0.02% of the 13F portfolio, value $5,353,925.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,575 shares
    • Kestra Advisory Services, LLC: 30,447 shares

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

  5. period ended2025-06-30
    13F 30,575 shares
    Change vs previous 13F -11,354 shares

    0.01% of the 13F portfolio, value $3,445,191.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,765 shares
    • Kestra Advisory Services, LLC: 18,810 shares

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

  6. period ended2025-03-31
    13F 41,929 shares
    Change vs previous 13F +21,186 shares

    0.02% of the 13F portfolio, value $4,674,664.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,655 shares
    • Kestra Advisory Services, LLC: 19,274 shares

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

  7. period ended2024-12-31
    13F 20,743 shares
    Change vs previous 13F +11,554 shares

    0.01% of the 13F portfolio, value $2,287,538.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,216 shares
    • Kestra Advisory Services, LLC: 14,527 shares

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

  8. period ended2024-09-30
    13F 9,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,000,958.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,278 shares
    • Kestra Advisory Services, LLC: 4,911 shares

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