Skip to content
Disclosery

Kestra Advisory Services, LLC: XAWFX position timeline

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

Kestra Advisory Services, LLC held 42,019 XAWFX 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 42,019 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $432,795.

    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 42,028 shares
    Change vs previous 13F -8,396 shares

    <0.01% of the 13F portfolio, value $427,429.

    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: 0 shares
    • Kestra Advisory Services, LLC: 42,028 shares

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

  3. period ended2025-12-31
    13F 50,424 shares
    Change vs previous 13F -7,575 shares

    <0.01% of the 13F portfolio, value $539,027.

    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: 10,249 shares
    • Kestra Advisory Services, LLC: 40,175 shares

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

  4. period ended2025-09-30
    13F 57,999 shares
    Change vs previous 13F +31,741 shares

    <0.01% of the 13F portfolio, value $650,169.

    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: 10,118 shares
    • Kestra Advisory Services, LLC: 47,881 shares

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

  5. period ended2025-06-30
    13F 26,258 shares
    Change vs previous 13F +2,300 shares

    <0.01% of the 13F portfolio, value $289,621.

    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 23,958 shares
    Change vs previous 13F +832 shares

    <0.01% of the 13F portfolio, value $257,069.

    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 23,126 shares
    Change vs previous 13F +2,108 shares

    <0.01% of the 13F portfolio, value $248,142.

    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 21,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,344.

    13F-HR 0001830819-24-000009 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).