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Kestra Advisory Services, LLC: TEX position timeline

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

Kestra Advisory Services, LLC held 14,309 TEX 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 14,309 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $1,035,804.

    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: 6,997 shares
    • Kestra Advisory Services, LLC: 7,312 shares

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

  2. period ended2026-03-31
    13F 14,349 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $848,037.

    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: 6,980 shares
    • Kestra Advisory Services, LLC: 7,369 shares

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

  3. period ended2025-12-31
    13F 14,043 shares
    Change vs previous 13F +2,549 shares

    <0.01% of the 13F portfolio, value $749,637.

    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: 6,960 shares
    • Kestra Advisory Services, LLC: 7,083 shares

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

  4. period ended2025-09-30
    13F 11,494 shares
    Change vs previous 13F -136 shares

    <0.01% of the 13F portfolio, value $589,644.

    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: 4,739 shares
    • Kestra Advisory Services, LLC: 6,755 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 11,630 shares
    Change vs previous 13F +4,971 shares

    <0.01% of the 13F portfolio, value $543,017.

    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: 4,765 shares
    • Kestra Advisory Services, LLC: 6,758 shares
    • Kestra Investment Management, LLC: 107 shares

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

  6. period ended2025-03-31
    13F/A 6,659 shares
    Change vs previous 13F -3,128 shares

    <0.01% of the 13F portfolio, value $251,577.

    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: 6,659 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 9,787 shares
    Change vs previous 13F -3,892 shares

    <0.01% of the 13F portfolio, value $452,369.

    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: 6,760 shares
    • Kestra Investment Management, LLC: 3,027 shares

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

  8. period ended2024-09-30
    13F 13,679 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $723,772.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,402 shares
    • Kestra Investment Management, LLC: 6,277 shares

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