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Kestra Advisory Services, LLC: PEXL position timeline

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

Kestra Advisory Services, LLC held 4,021 PEXL 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 4,021 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $304,876.

    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 4,102 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $240,709.

    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 3,940 shares
    Change vs previous 13F -301 shares

    <0.01% of the 13F portfolio, value $240,285.

    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 4,241 shares
    Change vs previous 13F -407 shares

    <0.01% of the 13F portfolio, value $243,212.

    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 4,648 shares
    Change vs previous 13F -5,052 shares

    <0.01% of the 13F portfolio, value $241,371.

    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 9,700 shares
    Change vs previous 13F -43,111 shares

    <0.01% of the 13F portfolio, value $442,530.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 52,811 shares
    Change vs previous 13F +2,667 shares

    0.01% of the 13F portfolio, value $2,541,265.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 50,144 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,529,299.

    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).