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Kestra Advisory Services, LLC: EXE position timeline

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

Kestra Advisory Services, LLC held 7,619 EXE 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 7,619 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $694,783.

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

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

  2. period ended2026-03-31
    13F 7,310 shares
    Change vs previous 13F +1,060 shares

    <0.01% of the 13F portfolio, value $802,533.

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

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

  3. period ended2025-12-31
    13F 6,250 shares
    Change vs previous 13F +1,396 shares

    <0.01% of the 13F portfolio, value $689,755.

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

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

  4. period ended2025-09-30
    13F 4,854 shares
    Change vs previous 13F -3,255 shares

    <0.01% of the 13F portfolio, value $515,638.

    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: 0 shares
    • Kestra Advisory Services, LLC: 4,854 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 8,109 shares
    Change vs previous 13F +2,735 shares

    <0.01% of the 13F portfolio, value $948,294.

    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: 3,069 shares
    • Kestra Advisory Services, LLC: 5,014 shares
    • Kestra Investment Management, LLC: 26 shares

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

  6. period ended2025-03-31
    13F/A 5,374 shares
    Change vs previous 13F +688 shares

    <0.01% of the 13F portfolio, value $598,234.

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

    • Kestra Advisory Services, LLC: 5,065 shares
    • Kestra Investment Management, LLC: 309 shares

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

  7. period ended2024-12-31
    13F 4,686 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $466,491.

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

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