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Kestra Advisory Services, LLC: XCHYX position timeline

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

Kestra Advisory Services, LLC held 164,549 XCHYX 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 164,549 shares
    Change vs previous 13F -35,076 shares

    0.01% of the 13F portfolio, value $2,241,158.

    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: 110,076 shares
    • Kestra Advisory Services, LLC: 54,473 shares

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

  2. period ended2026-03-31
    13F 199,625 shares
    Change vs previous 13F +51,247 shares

    0.01% of the 13F portfolio, value $2,173,919.

    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: 111,144 shares
    • Kestra Advisory Services, LLC: 88,481 shares

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

  3. period ended2025-12-31
    13F 148,378 shares
    Change vs previous 13F +13,413 shares

    0.01% of the 13F portfolio, value $1,678,151.

    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: 115,487 shares
    • Kestra Advisory Services, LLC: 32,891 shares

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

  4. period ended2025-09-30
    13F 134,965 shares
    Change vs previous 13F -58,991 shares

    0.01% of the 13F portfolio, value $1,514,297.

    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: 112,099 shares
    • Kestra Advisory Services, LLC: 22,866 shares

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

  5. period ended2025-06-30
    13F 193,956 shares
    Change vs previous 13F +46,860 shares

    0.01% of the 13F portfolio, value $2,131,581.

    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: 122,044 shares
    • Kestra Advisory Services, LLC: 71,912 shares

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

  6. period ended2025-03-31
    13F 147,096 shares
    Change vs previous 13F -44,777 shares

    0.01% of the 13F portfolio, value $1,485,669.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 122,372 shares
    • Kestra Advisory Services, LLC: 24,724 shares

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

  7. period ended2024-12-31
    13F 191,873 shares
    Change vs previous 13F +45,879 shares

    0.01% of the 13F portfolio, value $2,329,338.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 127,078 shares
    • Kestra Advisory Services, LLC: 64,795 shares

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

  8. period ended2024-09-30
    13F 145,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,741,713.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 123,795 shares
    • Kestra Advisory Services, LLC: 22,199 shares

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