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Kestra Advisory Services, LLC: XAUG position timeline

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

Kestra Advisory Services, LLC held 22,973 XAUG 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 22,973 shares
    Change vs previous 13F -6,213 shares

    <0.01% of the 13F portfolio, value $898,012.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 29,186 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $1,083,378.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 29,401 shares
    Change vs previous 13F -6,058 shares

    <0.01% of the 13F portfolio, value $1,100,650.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 35,459 shares
    Change vs previous 13F +7,452 shares

    0.01% of the 13F portfolio, value $1,302,962.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 28,007 shares
    Change vs previous 13F -10,589 shares

    <0.01% of the 13F portfolio, value $1,000,446.

    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 38,596 shares
    Change vs previous 13F -25,134 shares

    0.01% of the 13F portfolio, value $1,316,124.

    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 63,730 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $2,179,152.

    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).

  8. period ended2024-09-30
    13F 63,789 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,152,241.

    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: 0 shares
    • Kestra Advisory Services, LLC: 63,789 shares

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