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Kestra Advisory Services, LLC: XGDVX position timeline

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

Kestra Advisory Services, LLC held 89,004 XGDVX 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 89,004 shares
    Change vs previous 13F -42,433 shares

    0.01% of the 13F portfolio, value $2,616,702.

    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: 13,521 shares
    • Kestra Advisory Services, LLC: 75,483 shares

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

  2. period ended2026-03-31
    13F 131,437 shares
    Change vs previous 13F +50,674 shares

    0.01% of the 13F portfolio, value $3,539,609.

    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: 16,478 shares
    • Kestra Advisory Services, LLC: 114,959 shares

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

  3. period ended2025-12-31
    13F 80,763 shares
    Change vs previous 13F +17,039 shares

    0.01% of the 13F portfolio, value $2,242,776.

    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: 13,936 shares
    • Kestra Advisory Services, LLC: 66,827 shares

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

  4. period ended2025-09-30
    13F 63,724 shares
    Change vs previous 13F +3,942 shares

    0.01% of the 13F portfolio, value $1,728,827.

    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: 11,344 shares
    • Kestra Advisory Services, LLC: 52,380 shares

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

  5. period ended2025-06-30
    13F 59,782 shares
    Change vs previous 13F +1,339 shares

    0.01% of the 13F portfolio, value $1,554,927.

    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: 12,230 shares
    • Kestra Advisory Services, LLC: 47,552 shares

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

  6. period ended2025-03-31
    13F 58,443 shares
    Change vs previous 13F -8,291 shares

    0.01% of the 13F portfolio, value $1,410,230.

    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: 10,100 shares
    • Kestra Advisory Services, LLC: 48,343 shares

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

  7. period ended2024-12-31
    13F 66,734 shares
    Change vs previous 13F +29,366 shares

    0.01% of the 13F portfolio, value $1,611,626.

    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: 10,034 shares
    • Kestra Advisory Services, LLC: 56,700 shares

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

  8. period ended2024-09-30
    13F 37,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $913,658.

    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: 9,982 shares
    • Kestra Advisory Services, LLC: 27,386 shares

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