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Kestra Advisory Services, LLC: EXPD position timeline

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

Kestra Advisory Services, LLC held 3,790 EXPD 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 3,790 shares
    Change vs previous 13F -1,664 shares

    <0.01% of the 13F portfolio, value $617,649.

    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: 1,814 shares
    • Kestra Advisory Services, LLC: 1,976 shares

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

  2. period ended2026-03-31
    13F 5,454 shares
    Change vs previous 13F -268 shares

    <0.01% of the 13F portfolio, value $781,104.

    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: 1,858 shares
    • Kestra Advisory Services, LLC: 3,596 shares

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

  3. period ended2025-12-31
    13F 5,722 shares
    Change vs previous 13F +2,214 shares

    <0.01% of the 13F portfolio, value $852,613.

    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: 1,920 shares
    • Kestra Advisory Services, LLC: 3,802 shares

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

  4. period ended2025-09-30
    13F 3,508 shares
    Change vs previous 13F -2,321 shares

    <0.01% of the 13F portfolio, value $430,072.

    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: 3,508 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 5,829 shares
    Change vs previous 13F +380 shares

    <0.01% of the 13F portfolio, value $666,004.

    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: 2,212 shares
    • Kestra Advisory Services, LLC: 3,608 shares
    • Kestra Investment Management, LLC: 9 shares

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

  6. period ended2025-03-31
    13F/A 5,449 shares
    Change vs previous 13F +1,957 shares

    <0.01% of the 13F portfolio, value $655,243.

    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: 1,667 shares
    • Kestra Advisory Services, LLC: 3,773 shares
    • Kestra Investment Management, LLC: 9 shares

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

  7. period ended2024-12-31
    13F 3,492 shares
    Change vs previous 13F -1,636 shares

    <0.01% of the 13F portfolio, value $386,809.

    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: 0 shares
    • Kestra Advisory Services, LLC: 3,492 shares

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

  8. period ended2024-09-30
    13F 5,128 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $673,797.

    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: 1,617 shares
    • Kestra Advisory Services, LLC: 3,511 shares

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