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Kestra Advisory Services, LLC: XFIV position timeline

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

Kestra Advisory Services, LLC held 549,279 XFIV 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 549,279 shares
    Change vs previous 13F -90,663 shares

    0.07% of the 13F portfolio, value $26,738,905.

    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: 32,241 shares
    • Kestra Investment Management, LLC: 517,038 shares

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

  2. period ended2026-03-31
    13F 639,942 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $31,459,549.

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

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