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Kestra Advisory Services, LLC: FXU position timeline

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

Kestra Advisory Services, LLC held 39,952 FXU 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 39,952 shares
    Change vs previous 13F -17,938 shares

    <0.01% of the 13F portfolio, value $1,971,226.

    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: 15,947 shares
    • Kestra Advisory Services, LLC: 24,005 shares

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

  2. period ended2026-03-31
    13F 57,890 shares
    Change vs previous 13F +27,047 shares

    0.01% of the 13F portfolio, value $2,870,759.

    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: 12,847 shares
    • Kestra Advisory Services, LLC: 45,043 shares

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

  3. period ended2025-12-31
    13F 30,843 shares
    Change vs previous 13F +988 shares

    <0.01% of the 13F portfolio, value $1,388,230.

    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: 12,684 shares
    • Kestra Advisory Services, LLC: 18,159 shares

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

  4. period ended2025-09-30
    13F 29,855 shares
    Change vs previous 13F +1,985 shares

    <0.01% of the 13F portfolio, value $1,356,927.

    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: 13,484 shares
    • Kestra Advisory Services, LLC: 16,371 shares

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

  5. period ended2025-06-30
    13F 27,870 shares
    Change vs previous 13F +16,693 shares

    <0.01% of the 13F portfolio, value $1,181,123.

    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: 12,586 shares
    • Kestra Advisory Services, LLC: 15,284 shares

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

  6. period ended2025-03-31
    13F/A 11,177 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $458,369.

    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: 11,177 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 11,244 shares
    Change vs previous 13F +5,965 shares

    <0.01% of the 13F portfolio, value $425,323.

    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: 10,910 shares
    • Kestra Investment Management, LLC: 334 shares

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

  8. period ended2024-09-30
    13F 5,279 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,123.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,279 shares

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