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Kestra Advisory Services, LLC: XBMEX position timeline

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

Kestra Advisory Services, LLC held 28,940 XBMEX 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 28,940 shares
    Change vs previous 13F +1,259 shares

    <0.01% of the 13F portfolio, value $1,242,962.

    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 27,681 shares
    Change vs previous 13F -237 shares

    <0.01% of the 13F portfolio, value $1,065,987.

    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 27,918 shares
    Change vs previous 13F -699 shares

    <0.01% of the 13F portfolio, value $1,148,263.

    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 28,617 shares
    Change vs previous 13F -905 shares

    <0.01% of the 13F portfolio, value $1,065,417.

    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 29,522 shares
    Change vs previous 13F +4,772 shares

    0.01% of the 13F portfolio, value $1,076,356.

    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 24,750 shares
    Change vs previous 13F -4,626 shares

    <0.01% of the 13F portfolio, value $956,340.

    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 29,376 shares
    Change vs previous 13F +4,460 shares

    0.01% of the 13F portfolio, value $1,114,232.

    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 24,916 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,044,719.

    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).