Skip to content
Disclosery

Kestra Advisory Services, LLC: USXF position timeline

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

Kestra Advisory Services, LLC held 57,813 USXF 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 57,813 shares
    Change vs previous 13F +9,415 shares

    0.01% of the 13F portfolio, value $4,015,102.

    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: 15,777 shares
    • Kestra Advisory Services, LLC: 38,334 shares
    • Kestra Investment Management, LLC: 3,702 shares

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

  2. period ended2026-03-31
    13F 48,398 shares
    Change vs previous 13F -1,679 shares

    0.01% of the 13F portfolio, value $2,671,509.

    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: 11,623 shares
    • Kestra Advisory Services, LLC: 33,150 shares
    • Kestra Investment Management, LLC: 3,625 shares

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

  3. period ended2025-12-31
    13F 50,077 shares
    Change vs previous 13F +1,922 shares

    0.01% of the 13F portfolio, value $2,883,454.

    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: 17,476 shares
    • Kestra Advisory Services, LLC: 29,029 shares
    • Kestra Investment Management, LLC: 3,572 shares

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

  4. period ended2025-09-30
    13F 48,155 shares
    Change vs previous 13F +5,397 shares

    0.01% of the 13F portfolio, value $2,759,724.

    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: 16,479 shares
    • Kestra Advisory Services, LLC: 28,165 shares
    • Kestra Investment Management, LLC: 3,511 shares

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

  5. period ended2025-06-30
    13F/A 42,758 shares
    Change vs previous 13F -2,792 shares

    0.01% of the 13F portfolio, value $2,305,898.

    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: 9,197 shares
    • Kestra Advisory Services, LLC: 29,341 shares
    • Kestra Investment Management, LLC: 4,220 shares

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

  6. period ended2025-03-31
    13F/A 45,550 shares
    Change vs previous 13F +748 shares

    0.01% of the 13F portfolio, value $2,125,819.

    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: 9,174 shares
    • Kestra Advisory Services, LLC: 30,597 shares
    • Kestra Investment Management, LLC: 5,779 shares

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

  7. period ended2024-12-31
    13F 44,802 shares
    Change vs previous 13F +5,213 shares

    0.01% of the 13F portfolio, value $2,227,556.

    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: 9,154 shares
    • Kestra Advisory Services, LLC: 31,268 shares
    • Kestra Investment Management, LLC: 4,380 shares

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

  8. period ended2024-09-30
    13F 39,589 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,943,007.

    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: 8,331 shares
    • Kestra Advisory Services, LLC: 31,258 shares

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