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Kestra Advisory Services, LLC: XEMD position timeline

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

Kestra Advisory Services, LLC held 906,808 XEMD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 906,808 shares
    Change vs previous 13F +402,160 shares

    0.11% of the 13F portfolio, value $40,733,784.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 27,636 shares
    • Kestra Investment Management, LLC: 879,172 shares

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

  2. period ended2026-03-31
    13F 504,648 shares
    Change vs previous 13F +503,900 shares

    0.38% of the 13F portfolio, value $22,179,280.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 504,648 shares

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

  3. period ended2025-12-31
    13F 748 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,346.

    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).