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Kestra Advisory Services, LLC: XCCC position timeline

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

Kestra Advisory Services, LLC held 43,307 XCCC 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 43,307 shares
    Change vs previous 13F +2,246 shares

    <0.01% of the 13F portfolio, value $1,583,541.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,508 shares
    • Kestra Advisory Services, LLC: 6,799 shares

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

  2. period ended2026-03-31
    13F 41,061 shares
    Change vs previous 13F +3,986 shares

    <0.01% of the 13F portfolio, value $1,494,615.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,361 shares
    • Kestra Advisory Services, LLC: 6,700 shares

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

  3. period ended2025-12-31
    13F 37,075 shares
    Change vs previous 13F +761 shares

    <0.01% of the 13F portfolio, value $1,409,790.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,556 shares
    • Kestra Advisory Services, LLC: 8,519 shares

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

  4. period ended2025-09-30
    13F 36,314 shares
    Change vs previous 13F +3,811 shares

    <0.01% of the 13F portfolio, value $1,425,343.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,884 shares
    • Kestra Advisory Services, LLC: 8,430 shares

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

  5. period ended2025-06-30
    13F 32,503 shares
    Change vs previous 13F +17,553 shares

    <0.01% of the 13F portfolio, value $1,261,779.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,994 shares
    • Kestra Advisory Services, LLC: 13,509 shares

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

  6. period ended2025-03-31
    13F 14,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $565,708.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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