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Kestra Advisory Services, LLC: XC position timeline

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

Kestra Advisory Services, LLC held 22,375 XC 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 22,375 shares
    Change vs previous 13F -1,263 shares

    <0.01% of the 13F portfolio, value $709,300.

    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 23,638 shares
    Change vs previous 13F -695 shares

    <0.01% of the 13F portfolio, value $737,495.

    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 24,333 shares
    Change vs previous 13F +3,203 shares

    <0.01% of the 13F portfolio, value $789,495.

    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 21,130 shares
    Change vs previous 13F -1,480 shares

    <0.01% of the 13F portfolio, value $731,853.

    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 22,610 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $778,243.

    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 22,485 shares
    Change vs previous 13F +10,893 shares

    <0.01% of the 13F portfolio, value $668,054.

    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 11,592 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $356,353.

    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 11,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,923.

    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).