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Kestra Advisory Services, LLC: EXAS position timeline

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

Kestra Advisory Services, LLC held 0 EXAS shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,601 shares

    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: 0 shares
    • Kestra Advisory Services, LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 13,601 shares
    Change vs previous 13F -10,226 shares

    <0.01% of the 13F portfolio, value $1,381,318.

    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: 4,784 shares
    • Kestra Advisory Services, LLC: 8,817 shares

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

  3. period ended2025-09-30
    13F 23,827 shares
    Change vs previous 13F -3,141 shares

    <0.01% of the 13F portfolio, value $1,303,575.

    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: 6,575 shares
    • Kestra Advisory Services, LLC: 17,252 shares

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

  4. period ended2025-06-30
    13F 26,968 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $1,433,080.

    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: 8,333 shares
    • Kestra Advisory Services, LLC: 18,635 shares

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

  5. period ended2025-03-31
    13F/A 26,960 shares
    Change vs previous 13F +4,130 shares

    <0.01% of the 13F portfolio, value $1,167,099.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,213 shares
    • Kestra Advisory Services, LLC: 18,747 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2024-12-31
    13F 22,830 shares
    Change vs previous 13F -1,323 shares

    <0.01% of the 13F portfolio, value $1,282,818.

    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: 8,387 shares
    • Kestra Advisory Services, LLC: 14,243 shares
    • Kestra Investment Management, LLC: 200 shares

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

  7. period ended2024-09-30
    13F 24,153 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,645,303.

    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: 6,823 shares
    • Kestra Advisory Services, LLC: 17,330 shares

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