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Kestra Advisory Services, LLC: EXR position timeline

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

Kestra Advisory Services, LLC held 21,149 EXR 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 21,149 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $3,072,978.

    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: 8,016 shares
    • Kestra Advisory Services, LLC: 13,133 shares

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

  2. period ended2026-03-31
    13F 21,274 shares
    Change vs previous 13F +289 shares

    0.01% of the 13F portfolio, value $2,789,595.

    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: 8,516 shares
    • Kestra Advisory Services, LLC: 12,758 shares

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

  3. period ended2025-12-31
    13F 20,985 shares
    Change vs previous 13F +9,486 shares

    0.01% of the 13F portfolio, value $2,732,658.

    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: 8,541 shares
    • Kestra Advisory Services, LLC: 12,444 shares

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

  4. period ended2025-09-30
    13F 11,499 shares
    Change vs previous 13F +6,560 shares

    0.01% of the 13F portfolio, value $1,620,682.

    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: 2,396 shares
    • Kestra Advisory Services, LLC: 9,103 shares

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

  5. period ended2025-06-30
    13F/A 4,939 shares
    Change vs previous 13F -756 shares

    <0.01% of the 13F portfolio, value $728,187.

    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: 2,223 shares
    • Kestra Advisory Services, LLC: 2,716 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 5,695 shares
    Change vs previous 13F -3,109 shares

    <0.01% of the 13F portfolio, value $845,651.

    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: 2,184 shares
    • Kestra Advisory Services, LLC: 3,402 shares
    • Kestra Investment Management, LLC: 109 shares

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

  7. period ended2024-12-31
    13F 8,804 shares
    Change vs previous 13F +3,195 shares

    <0.01% of the 13F portfolio, value $1,317,078.

    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: 2,147 shares
    • Kestra Advisory Services, LLC: 6,296 shares
    • Kestra Investment Management, LLC: 361 shares

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

  8. period ended2024-09-30
    13F 5,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,010,610.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,962 shares
    • Kestra Advisory Services, LLC: 1,647 shares

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