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Kestra Advisory Services, LLC: SOXX position timeline

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

Kestra Advisory Services, LLC held 81,297 SOXX 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 81,297 shares
    Change vs previous 13F -142 shares

    0.12% of the 13F portfolio, value $52,091,903.

    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: 30,579 shares
    • Kestra Advisory Services, LLC: 50,367 shares
    • Kestra Investment Management, LLC: 351 shares

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

  2. period ended2026-03-31
    13F 81,439 shares
    Change vs previous 13F -5,396 shares

    0.08% of the 13F portfolio, value $26,765,627.

    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: 31,389 shares
    • Kestra Advisory Services, LLC: 50,050 shares

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

  3. period ended2025-12-31
    13F 86,835 shares
    Change vs previous 13F -1,315 shares

    0.08% of the 13F portfolio, value $26,150,558.

    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: 31,617 shares
    • Kestra Advisory Services, LLC: 55,218 shares

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

  4. period ended2025-09-30
    13F 88,150 shares
    Change vs previous 13F -5,553 shares

    0.08% of the 13F portfolio, value $23,899,189.

    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: 35,281 shares
    • Kestra Advisory Services, LLC: 52,869 shares

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

  5. period ended2025-06-30
    13F 93,703 shares
    Change vs previous 13F +10,064 shares

    0.08% of the 13F portfolio, value $22,366,968.

    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: 40,236 shares
    • Kestra Advisory Services, LLC: 53,467 shares

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

  6. period ended2025-03-31
    13F 83,639 shares
    Change vs previous 13F -41,717 shares

    0.06% of the 13F portfolio, value $15,738,351.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 43,177 shares
    • Kestra Advisory Services, LLC: 40,462 shares

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

  7. period ended2024-12-31
    13F 125,356 shares
    Change vs previous 13F +14,254 shares

    0.11% of the 13F portfolio, value $27,012,964.

    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: 43,870 shares
    • Kestra Advisory Services, LLC: 81,486 shares

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

  8. period ended2024-09-30
    13F 111,102 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,619,071.

    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: 40,555 shares
    • Kestra Advisory Services, LLC: 70,547 shares

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