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Kestra Advisory Services, LLC: XEVVX position timeline

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

Kestra Advisory Services, LLC held 329,156 XEVVX 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 329,156 shares
    Change vs previous 13F +44,862 shares

    0.01% of the 13F portfolio, value $3,084,196.

    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 284,294 shares
    Change vs previous 13F +7,552 shares

    0.01% of the 13F portfolio, value $2,686,574.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 284,294 shares

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

  3. period ended2025-12-31
    13F 276,742 shares
    Change vs previous 13F +64,966 shares

    0.01% of the 13F portfolio, value $2,742,512.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,241 shares
    • Kestra Advisory Services, LLC: 261,501 shares

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

  4. period ended2025-09-30
    13F 211,776 shares
    Change vs previous 13F +49,420 shares

    0.01% of the 13F portfolio, value $2,149,528.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,434 shares
    • Kestra Advisory Services, LLC: 197,342 shares

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

  5. period ended2025-06-30
    13F 162,356 shares
    Change vs previous 13F +19,266 shares

    0.01% of the 13F portfolio, value $1,665,773.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,986 shares
    • Kestra Advisory Services, LLC: 149,370 shares

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

  6. period ended2025-03-31
    13F 143,090 shares
    Change vs previous 13F +5,407 shares

    0.01% of the 13F portfolio, value $1,428,038.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,912 shares
    • Kestra Advisory Services, LLC: 131,178 shares

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

  7. period ended2024-12-31
    13F 137,683 shares
    Change vs previous 13F +93,169 shares

    0.01% of the 13F portfolio, value $1,345,163.

    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 44,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $467,844.

    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).