Skip to content
Disclosery

Kestra Advisory Services, LLC: KEX position timeline

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

Kestra Advisory Services, LLC held 6,627 KEX 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 6,627 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $901,073.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 6,752 shares
    Change vs previous 13F -58 shares

    <0.01% of the 13F portfolio, value $897,206.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 6,810 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $750,326.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 6,740 shares
    Change vs previous 13F +4,183 shares

    <0.01% of the 13F portfolio, value $562,453.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 2,557 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $289,989.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 2,447 shares
    Change vs previous 13F -3,676 shares

    <0.01% of the 13F portfolio, value $247,171.

    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: 0 shares
    • Kestra Advisory Services, LLC: 2,447 shares

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

  7. period ended2024-12-31
    13F 6,123 shares
    Change vs previous 13F +1,850 shares

    <0.01% of the 13F portfolio, value $647,814.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,757 shares
    • Kestra Advisory Services, LLC: 2,366 shares

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

  8. period ended2024-09-30
    13F 4,273 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $523,143.

    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: 1,907 shares
    • Kestra Advisory Services, LLC: 2,366 shares

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