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Kestra Advisory Services, LLC: XEXGX position timeline

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

Kestra Advisory Services, LLC held 572,202 XEXGX 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 572,202 shares
    Change vs previous 13F -26,646 shares

    0.01% of the 13F portfolio, value $5,613,303.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,500 shares
    • Kestra Advisory Services, LLC: 549,702 shares

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

  2. period ended2026-03-31
    13F 598,848 shares
    Change vs previous 13F +116,305 shares

    0.02% of the 13F portfolio, value $5,186,028.

    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: 21,095 shares
    • Kestra Advisory Services, LLC: 577,753 shares

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

  3. period ended2025-12-31
    13F 482,543 shares
    Change vs previous 13F +129,320 shares

    0.01% of the 13F portfolio, value $4,598,641.

    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: 19,924 shares
    • Kestra Advisory Services, LLC: 462,619 shares

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

  4. period ended2025-09-30
    13F 353,223 shares
    Change vs previous 13F +79,772 shares

    0.01% of the 13F portfolio, value $3,214,330.

    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: 21,144 shares
    • Kestra Advisory Services, LLC: 332,079 shares

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

  5. period ended2025-06-30
    13F 273,451 shares
    Change vs previous 13F +91,343 shares

    0.01% of the 13F portfolio, value $2,392,701.

    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: 21,270 shares
    • Kestra Advisory Services, LLC: 252,181 shares

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

  6. period ended2025-03-31
    13F 182,108 shares
    Change vs previous 13F -67,257 shares

    0.01% of the 13F portfolio, value $1,482,359.

    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: 21,721 shares
    • Kestra Advisory Services, LLC: 160,387 shares

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

  7. period ended2024-12-31
    13F 249,365 shares
    Change vs previous 13F +185,892 shares

    0.01% of the 13F portfolio, value $2,037,312.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,563 shares
    • Kestra Advisory Services, LLC: 230,802 shares

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

  8. period ended2024-09-30
    13F 63,473 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $553,481.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,410 shares
    • Kestra Advisory Services, LLC: 45,063 shares

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