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Kestra Advisory Services, LLC: VXF position timeline

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

Kestra Advisory Services, LLC held 627,651 VXF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627,651 shares
    Change vs previous 13F +46,406 shares

    0.34% of the 13F portfolio, value $154,534,175.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,831 shares
    • Kestra Advisory Services, LLC: 65,927 shares
    • Kestra Investment Management, LLC: 550,893 shares

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

  2. period ended2026-03-31
    13F 581,245 shares
    Change vs previous 13F +509,463 shares

    0.3% of the 13F portfolio, value $119,623,383.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,315 shares
    • Kestra Advisory Services, LLC: 61,597 shares
    • Kestra Investment Management, LLC: 508,333 shares

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

  3. period ended2025-12-31
    13F 71,782 shares
    Change vs previous 13F +2,487 shares

    0.05% of the 13F portfolio, value $15,011,152.

    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: 12,218 shares
    • Kestra Advisory Services, LLC: 59,564 shares

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

  4. period ended2025-09-30
    13F 69,295 shares
    Change vs previous 13F -3,105 shares

    0.05% of the 13F portfolio, value $14,506,356.

    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: 12,672 shares
    • Kestra Advisory Services, LLC: 56,623 shares

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

  5. period ended2025-06-30
    13F 72,400 shares
    Change vs previous 13F -9,801 shares

    0.05% of the 13F portfolio, value $13,952,245.

    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: 11,670 shares
    • Kestra Advisory Services, LLC: 60,730 shares

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

  6. period ended2025-03-31
    13F/A 82,201 shares
    Change vs previous 13F -4,035 shares

    0.05% of the 13F portfolio, value $14,159,944.

    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: 12,058 shares
    • Kestra Advisory Services, LLC: 70,143 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 86,236 shares
    Change vs previous 13F +7,254 shares

    0.06% of the 13F portfolio, value $16,383,166.

    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: 12,332 shares
    • Kestra Advisory Services, LLC: 73,823 shares
    • Kestra Investment Management, LLC: 81 shares

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

  8. period ended2024-09-30
    13F 78,982 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,373,866.

    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: 9,753 shares
    • Kestra Advisory Services, LLC: 69,229 shares

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