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Kestra Advisory Services, LLC: XBOEX position timeline

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

Kestra Advisory Services, LLC held 49,876 XBOEX 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 49,876 shares
    Change vs previous 13F +10,472 shares

    <0.01% of the 13F portfolio, value $603,005.

    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 39,404 shares
    Change vs previous 13F -3,794 shares

    <0.01% of the 13F portfolio, value $431,863.

    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 43,198 shares
    Change vs previous 13F +2,752 shares

    <0.01% of the 13F portfolio, value $505,851.

    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 40,446 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $467,961.

    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 40,170 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $455,928.

    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 40,972 shares
    Change vs previous 13F -6,537 shares

    <0.01% of the 13F portfolio, value $444,546.

    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 47,509 shares
    Change vs previous 13F +34,801 shares

    <0.01% of the 13F portfolio, value $511,672.

    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 12,708 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $143,088.

    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).