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Kestra Advisory Services, LLC: XBI position timeline

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

Kestra Advisory Services, LLC held 34,520 XBI 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 34,520 shares
    Change vs previous 13F +5,380 shares

    0.01% of the 13F portfolio, value $5,462,680.

    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: 8,860 shares
    • Kestra Advisory Services, LLC: 25,660 shares

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

  2. period ended2026-03-31
    13F 29,140 shares
    Change vs previous 13F +5,622 shares

    0.01% of the 13F portfolio, value $3,721,987.

    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: 3,077 shares
    • Kestra Advisory Services, LLC: 26,063 shares

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

  3. period ended2025-12-31
    13F 23,518 shares
    Change vs previous 13F +311 shares

    0.01% of the 13F portfolio, value $2,867,524.

    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: 3,528 shares
    • Kestra Advisory Services, LLC: 19,990 shares

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

  4. period ended2025-09-30
    13F 23,207 shares
    Change vs previous 13F -2,860 shares

    0.01% of the 13F portfolio, value $2,325,363.

    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: 3,691 shares
    • Kestra Advisory Services, LLC: 19,516 shares

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

  5. period ended2025-06-30
    13F 26,067 shares
    Change vs previous 13F -13,706 shares

    0.01% of the 13F portfolio, value $2,161,747.

    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: 3,834 shares
    • Kestra Advisory Services, LLC: 22,233 shares

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

  6. period ended2025-03-31
    13F 39,773 shares
    Change vs previous 13F -4,153 shares

    0.01% of the 13F portfolio, value $3,225,590.

    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: 17,471 shares
    • Kestra Advisory Services, LLC: 22,302 shares

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

  7. period ended2024-12-31
    13F 43,926 shares
    Change vs previous 13F -8,809 shares

    0.02% of the 13F portfolio, value $3,955,975.

    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: 18,085 shares
    • Kestra Advisory Services, LLC: 25,841 shares

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

  8. period ended2024-09-30
    13F 52,735 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,210,197.

    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: 18,685 shares
    • Kestra Advisory Services, LLC: 34,050 shares

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