Skip to content
Disclosery

Kestra Advisory Services, LLC: XISE position timeline

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

Kestra Advisory Services, LLC held 31,015 XISE 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 31,015 shares
    Change vs previous 13F -4,398 shares

    <0.01% of the 13F portfolio, value $945,175.

    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 35,413 shares
    Change vs previous 13F -2,285 shares

    <0.01% of the 13F portfolio, value $1,061,304.

    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 37,698 shares
    Change vs previous 13F -2,295 shares

    <0.01% of the 13F portfolio, value $1,146,014.

    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 39,993 shares
    Change vs previous 13F -3,522 shares

    0.01% of the 13F portfolio, value $1,208,776.

    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 43,515 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $1,324,522.

    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 43,679 shares
    Change vs previous 13F -15,042 shares

    0.01% of the 13F portfolio, value $1,312,589.

    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 58,721 shares
    Change vs previous 13F +3,123 shares

    0.01% of the 13F portfolio, value $1,778,365.

    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 55,598 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,681,276.

    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).