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Kestra Advisory Services, LLC: XLB position timeline

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

Kestra Advisory Services, LLC held 55,217 XLB 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 55,217 shares
    Change vs previous 13F -11,158 shares

    0.01% of the 13F portfolio, value $2,806,703.

    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: 13,959 shares
    • Kestra Advisory Services, LLC: 41,258 shares

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

  2. period ended2026-03-31
    13F 66,375 shares
    Change vs previous 13F +15,241 shares

    0.01% of the 13F portfolio, value $3,316,770.

    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: 13,486 shares
    • Kestra Advisory Services, LLC: 52,889 shares

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

  3. period ended2025-12-31
    13F 51,134 shares
    Change vs previous 13F +26,738 shares

    0.01% of the 13F portfolio, value $2,318,936.

    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: 13,987 shares
    • Kestra Advisory Services, LLC: 37,147 shares

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

  4. period ended2025-09-30
    13F 24,396 shares
    Change vs previous 13F -30,001 shares

    0.01% of the 13F portfolio, value $2,186,358.

    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: 6,802 shares
    • Kestra Advisory Services, LLC: 17,594 shares

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

  5. period ended2025-06-30
    13F 54,397 shares
    Change vs previous 13F -14,578 shares

    0.02% of the 13F portfolio, value $4,776,622.

    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: 7,139 shares
    • Kestra Advisory Services, LLC: 47,258 shares

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

  6. period ended2025-03-31
    13F 68,975 shares
    Change vs previous 13F +45,725 shares

    0.02% of the 13F portfolio, value $5,930,471.

    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: 6,512 shares
    • Kestra Advisory Services, LLC: 62,463 shares

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

  7. period ended2024-12-31
    13F 23,250 shares
    Change vs previous 13F +1,109 shares

    0.01% of the 13F portfolio, value $1,956,255.

    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: 6,751 shares
    • Kestra Advisory Services, LLC: 16,499 shares

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

  8. period ended2024-09-30
    13F 22,141 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,133,984.

    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: 6,150 shares
    • Kestra Advisory Services, LLC: 15,991 shares

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