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Kestra Advisory Services, LLC: XLE position timeline

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

Kestra Advisory Services, LLC held 799,905 XLE 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 799,905 shares
    Change vs previous 13F -78,495 shares

    0.11% of the 13F portfolio, value $42,482,985.

    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: 103,591 shares
    • Kestra Advisory Services, LLC: 696,314 shares

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

  2. period ended2026-03-31
    13F 878,400 shares
    Change vs previous 13F +153,512 shares

    0.16% of the 13F portfolio, value $53,810,776.

    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: 111,078 shares
    • Kestra Advisory Services, LLC: 767,322 shares

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

  3. period ended2025-12-31
    13F 724,888 shares
    Change vs previous 13F +359,317 shares

    0.1% of the 13F portfolio, value $32,409,751.

    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: 98,997 shares
    • Kestra Advisory Services, LLC: 625,891 shares

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

  4. period ended2025-09-30
    13F 365,571 shares
    Change vs previous 13F +61,569 shares

    0.11% of the 13F portfolio, value $32,660,102.

    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: 51,949 shares
    • Kestra Advisory Services, LLC: 313,622 shares

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

  5. period ended2025-06-30
    13F 304,002 shares
    Change vs previous 13F -3,984 shares

    0.09% of the 13F portfolio, value $25,782,377.

    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: 57,260 shares
    • Kestra Advisory Services, LLC: 246,742 shares

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

  6. period ended2025-03-31
    13F 307,986 shares
    Change vs previous 13F -16,053 shares

    0.11% of the 13F portfolio, value $28,781,291.

    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: 57,414 shares
    • Kestra Advisory Services, LLC: 250,572 shares

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

  7. period ended2024-12-31
    13F 324,039 shares
    Change vs previous 13F +23,153 shares

    0.11% of the 13F portfolio, value $27,757,180.

    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: 66,458 shares
    • Kestra Advisory Services, LLC: 257,581 shares

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

  8. period ended2024-09-30
    13F 300,886 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $26,417,795.

    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: 62,638 shares
    • Kestra Advisory Services, LLC: 238,248 shares

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