Kestra Advisory Services, LLC: XAR position timeline

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

Kestra Advisory Services, LLC held 44,994 XAR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 44,994 shares
Change vs previous 13F +870 shares
0.03% of the 13F portfolio, value $12,768,701.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,995 shares
- Kestra Advisory Services, LLC: 30,964 shares
- Kestra Investment Management, LLC: 1,035 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 44,124 shares
Change vs previous 13F +7,420 shares
0.03% of the 13F portfolio, value $11,206,400.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,906 shares
- Kestra Advisory Services, LLC: 30,227 shares
- Kestra Investment Management, LLC: 991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 36,704 shares
Change vs previous 13F +580 shares
0.02% of the 13F portfolio, value $8,854,664.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 12,994 shares
- Kestra Advisory Services, LLC: 22,833 shares
- Kestra Investment Management, LLC: 877 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 36,124 shares
Change vs previous 13F -493 shares
0.03% of the 13F portfolio, value $8,487,695.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,726 shares
- Kestra Advisory Services, LLC: 22,398 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 36,617 shares
Change vs previous 13F +15,737 shares
0.03% of the 13F portfolio, value $7,723,986.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,557 shares
- Kestra Advisory Services, LLC: 23,060 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 20,880 shares
Change vs previous 13F +859 shares
0.01% of the 13F portfolio, value $3,355,207.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,692 shares
- Kestra Advisory Services, LLC: 18,188 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 20,021 shares
Change vs previous 13F -1,283 shares
0.01% of the 13F portfolio, value $3,319,883.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,719 shares
- Kestra Advisory Services, LLC: 17,302 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 21,304 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $3,352,027.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 2,615 shares
- Kestra Advisory Services, LLC: 18,689 shares
Acceptance time not in the bulk data set (spec §4.2).