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Kestra Advisory Services, LLC: EXPE position timeline

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

Kestra Advisory Services, LLC held 15,147 EXPE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,147 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $3,875,815.

    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: 1,658 shares
    • Kestra Advisory Services, LLC: 3,646 shares
    • Kestra Investment Management, LLC: 9,843 shares

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

  2. period ended2026-03-31
    13F 16,439 shares
    Change vs previous 13F -1,919 shares

    0.01% of the 13F portfolio, value $3,795,589.

    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: 1,683 shares
    • Kestra Advisory Services, LLC: 3,222 shares
    • Kestra Investment Management, LLC: 11,534 shares

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

  3. period ended2025-12-31
    13F 18,358 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $5,200,958.

    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: 5,585 shares
    • Kestra Advisory Services, LLC: 3,226 shares
    • Kestra Investment Management, LLC: 9,547 shares

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

  4. period ended2025-09-30
    13F 18,029 shares
    Change vs previous 13F +4,523 shares

    0.01% of the 13F portfolio, value $3,853,672.

    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: 5,094 shares
    • Kestra Advisory Services, LLC: 3,368 shares
    • Kestra Investment Management, LLC: 9,567 shares

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

  5. period ended2025-06-30
    13F/A 13,506 shares
    Change vs previous 13F +2,192 shares

    0.01% of the 13F portfolio, value $2,278,262.

    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: 1,461 shares
    • Kestra Advisory Services, LLC: 3,870 shares
    • Kestra Investment Management, LLC: 8,175 shares

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

  6. period ended2025-03-31
    13F/A 11,314 shares
    Change vs previous 13F +3,197 shares

    0.01% of the 13F portfolio, value $1,901,883.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,171 shares
    • Kestra Advisory Services, LLC: 3,050 shares
    • Kestra Investment Management, LLC: 6,093 shares

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

  7. period ended2024-12-31
    13F 8,117 shares
    Change vs previous 13F +3,463 shares

    0.01% of the 13F portfolio, value $1,512,441.

    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: 1,215 shares
    • Kestra Advisory Services, LLC: 3,499 shares
    • Kestra Investment Management, LLC: 3,403 shares

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

  8. period ended2024-09-30
    13F 4,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $688,948.

    13F-HR 0001830819-24-000009 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).