Kestra Advisory Services, LLC: EXEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on EXEL, newest first. How the timeline and the estimate are built.
Kestra Advisory Services, LLC held 60,816 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 60,816 sharesChange vs previous 13F -8,356 shares
0.01% of the 13F portfolio, value $3,309,017.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,753 shares
- Kestra Advisory Services, LLC: 15,533 shares
- Kestra Investment Management, LLC: 31,530 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 69,172 sharesChange vs previous 13F +7,179 shares
0.01% of the 13F portfolio, value $2,967,335.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,616 shares
- Kestra Advisory Services, LLC: 16,967 shares
- Kestra Investment Management, LLC: 38,589 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,993 sharesChange vs previous 13F +17,227 shares
0.01% of the 13F portfolio, value $2,717,153.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 14,066 shares
- Kestra Advisory Services, LLC: 19,274 shares
- Kestra Investment Management, LLC: 28,653 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,766 sharesChange vs previous 13F -1,520 shares
0.01% of the 13F portfolio, value $1,848,836.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 17,095 shares
- Kestra Investment Management, LLC: 27,671 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 46,286 sharesChange vs previous 13F +8,090 shares
0.01% of the 13F portfolio, value $2,040,055.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- KESTRA PRIVATE WEALTH SERVICES, LLC: 4,834 shares
- Kestra Advisory Services, LLC: 16,659 shares
- Kestra Investment Management, LLC: 24,793 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 38,196 sharesChange vs previous 13F +18,170 shares
0.01% of the 13F portfolio, value $1,410,197.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 18,041 shares
- Kestra Investment Management, LLC: 20,155 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,026 sharesChange vs previous 13F +8,159 shares
<0.01% of the 13F portfolio, value $666,866.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Kestra Advisory Services, LLC: 18,867 shares
- Kestra Investment Management, LLC: 1,159 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,867 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $307,949.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).