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Kestra Advisory Services, LLC: XFEB position timeline

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

Kestra Advisory Services, LLC held 21,720 XFEB 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 21,720 shares
    Change vs previous 13F -14,712 shares

    <0.01% of the 13F portfolio, value $812,219.

    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 36,432 shares
    Change vs previous 13F +5,526 shares

    <0.01% of the 13F portfolio, value $1,282,599.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 30,906 shares
    Change vs previous 13F -110,645 shares

    <0.01% of the 13F portfolio, value $1,103,808.

    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).

  4. period ended2025-09-30
    13F 141,551 shares
    Change vs previous 13F -30,276 shares

    0.02% of the 13F portfolio, value $4,947,207.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 171,827 shares
    Change vs previous 13F -144,142 shares

    0.03% of the 13F portfolio, value $5,828,372.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 315,969 shares
    Change vs previous 13F +254,408 shares

    0.05% of the 13F portfolio, value $10,174,202.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 61,561 shares
    Change vs previous 13F -6,601 shares

    0.01% of the 13F portfolio, value $2,014,892.

    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 68,162 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,188,730.

    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).