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Kestra Advisory Services, LLC: XHB position timeline

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

Kestra Advisory Services, LLC held 5,137 XHB 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 5,137 shares
    Change vs previous 13F -1,750 shares

    <0.01% of the 13F portfolio, value $593,655.

    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 6,887 shares
    Change vs previous 13F +3,260 shares

    <0.01% of the 13F portfolio, value $679,871.

    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 3,627 shares
    Change vs previous 13F -485 shares

    <0.01% of the 13F portfolio, value $373,445.

    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 4,112 shares
    Change vs previous 13F -1,413 shares

    <0.01% of the 13F portfolio, value $455,662.

    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 5,525 shares
    Change vs previous 13F -4,329 shares

    <0.01% of the 13F portfolio, value $544,643.

    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: 0 shares
    • Kestra Advisory Services, LLC: 5,525 shares

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

  6. period ended2025-03-31
    13F/A 9,854 shares
    Change vs previous 13F -2,401 shares

    <0.01% of the 13F portfolio, value $954,853.

    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: 4,874 shares
    • Kestra Advisory Services, LLC: 4,980 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 12,255 shares
    Change vs previous 13F +1,250 shares

    <0.01% of the 13F portfolio, value $1,280,648.

    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: 4,806 shares
    • Kestra Advisory Services, LLC: 7,295 shares
    • Kestra Investment Management, LLC: 154 shares

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

  8. period ended2024-09-30
    13F 11,005 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,370,841.

    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).