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Kestra Advisory Services, LLC: XLC position timeline

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

Kestra Advisory Services, LLC held 130,403 XLC 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 130,403 shares
    Change vs previous 13F -5,383 shares

    0.03% of the 13F portfolio, value $13,970,156.

    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: 20,257 shares
    • Kestra Advisory Services, LLC: 110,146 shares

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

  2. period ended2026-03-31
    13F 135,786 shares
    Change vs previous 13F +875 shares

    0.04% of the 13F portfolio, value $15,053,284.

    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: 20,942 shares
    • Kestra Advisory Services, LLC: 114,844 shares

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

  3. period ended2025-12-31
    13F 134,911 shares
    Change vs previous 13F +6,569 shares

    0.05% of the 13F portfolio, value $15,881,744.

    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: 20,791 shares
    • Kestra Advisory Services, LLC: 114,120 shares

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

  4. period ended2025-09-30
    13F 128,342 shares
    Change vs previous 13F -2,111 shares

    0.05% of the 13F portfolio, value $15,191,928.

    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: 18,685 shares
    • Kestra Advisory Services, LLC: 109,657 shares

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

  5. period ended2025-06-30
    13F 130,453 shares
    Change vs previous 13F -25,769 shares

    0.05% of the 13F portfolio, value $14,158,018.

    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: 19,105 shares
    • Kestra Advisory Services, LLC: 111,348 shares

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

  6. period ended2025-03-31
    13F 156,222 shares
    Change vs previous 13F +2,403 shares

    0.06% of the 13F portfolio, value $15,067,612.

    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: 22,522 shares
    • Kestra Advisory Services, LLC: 133,700 shares

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

  7. period ended2024-12-31
    13F 153,819 shares
    Change vs previous 13F -5,662 shares

    0.06% of the 13F portfolio, value $14,891,218.

    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: 23,985 shares
    • Kestra Advisory Services, LLC: 129,834 shares

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

  8. period ended2024-09-30
    13F 159,481 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,417,110.

    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: 22,193 shares
    • Kestra Advisory Services, LLC: 137,288 shares

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