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Kestra Advisory Services, LLC: XAODX position timeline

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

Kestra Advisory Services, LLC held 134,124 XAODX 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 134,124 shares
    Change vs previous 13F +16,204 shares

    <0.01% of the 13F portfolio, value $1,382,813.

    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: 34,196 shares
    • Kestra Advisory Services, LLC: 99,928 shares

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

  2. period ended2026-03-31
    13F 117,920 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $1,086,042.

    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: 26,969 shares
    • Kestra Advisory Services, LLC: 90,951 shares

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

  3. period ended2025-12-31
    13F 117,334 shares
    Change vs previous 13F +7,871 shares

    <0.01% of the 13F portfolio, value $1,144,003.

    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: 20,094 shares
    • Kestra Advisory Services, LLC: 97,240 shares

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

  4. period ended2025-09-30
    13F 109,463 shares
    Change vs previous 13F +16,126 shares

    <0.01% of the 13F portfolio, value $1,035,516.

    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: 15,094 shares
    • Kestra Advisory Services, LLC: 94,369 shares

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

  5. period ended2025-06-30
    13F 93,337 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $826,962.

    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 93,123 shares
    Change vs previous 13F +2,289 shares

    <0.01% of the 13F portfolio, value $781,302.

    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 90,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $763,914.

    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).