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Kestra Advisory Services, LLC: EXC position timeline

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

Kestra Advisory Services, LLC held 104,950 EXC 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 104,950 shares
    Change vs previous 13F -54,923 shares

    0.01% of the 13F portfolio, value $4,892,770.

    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: 14,590 shares
    • Kestra Advisory Services, LLC: 90,360 shares

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

  2. period ended2026-03-31
    13F 159,873 shares
    Change vs previous 13F -12,596 shares

    0.02% of the 13F portfolio, value $7,836,990.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,487 shares
    • Kestra Advisory Services, LLC: 145,386 shares

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

  3. period ended2025-12-31
    13F 172,469 shares
    Change vs previous 13F +8,864 shares

    0.02% of the 13F portfolio, value $7,517,899.

    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: 36,877 shares
    • Kestra Advisory Services, LLC: 135,592 shares

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

  4. period ended2025-09-30
    13F 163,605 shares
    Change vs previous 13F +37,717 shares

    0.02% of the 13F portfolio, value $7,363,839.

    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: 32,633 shares
    • Kestra Advisory Services, LLC: 130,972 shares

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

  5. period ended2025-06-30
    13F/A 125,888 shares
    Change vs previous 13F +9,232 shares

    0.02% of the 13F portfolio, value $5,466,057.

    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: 16,152 shares
    • Kestra Advisory Services, LLC: 109,736 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 116,656 shares
    Change vs previous 13F -3,286 shares

    0.02% of the 13F portfolio, value $5,375,510.

    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: 15,007 shares
    • Kestra Advisory Services, LLC: 101,372 shares
    • Kestra Investment Management, LLC: 277 shares

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

  7. period ended2024-12-31
    13F 119,942 shares
    Change vs previous 13F +1,885 shares

    0.02% of the 13F portfolio, value $4,514,617.

    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: 13,818 shares
    • Kestra Advisory Services, LLC: 104,792 shares
    • Kestra Investment Management, LLC: 1,332 shares

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

  8. period ended2024-09-30
    13F 118,057 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,787,197.

    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: 15,605 shares
    • Kestra Advisory Services, LLC: 97,153 shares
    • Kestra Investment Management, LLC: 5,299 shares

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