Skip to content
Disclosery

Kestra Advisory Services, LLC: XLF position timeline

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

Kestra Advisory Services, LLC held 643,936 XLF 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 643,936 shares
    Change vs previous 13F -1,526 shares

    0.08% of the 13F portfolio, value $34,521,429.

    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: 139,743 shares
    • Kestra Advisory Services, LLC: 495,689 shares
    • Kestra Investment Management, LLC: 8,504 shares

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

  2. period ended2026-03-31
    13F 645,462 shares
    Change vs previous 13F +101,395 shares

    0.09% of the 13F portfolio, value $31,866,439.

    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: 147,464 shares
    • Kestra Advisory Services, LLC: 497,998 shares

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

  3. period ended2025-12-31
    13F 544,067 shares
    Change vs previous 13F -34,252 shares

    0.09% of the 13F portfolio, value $29,798,537.

    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: 144,953 shares
    • Kestra Advisory Services, LLC: 399,114 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 578,319 shares
    Change vs previous 13F +24,073 shares

    0.09% of the 13F portfolio, value $31,154,020.

    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: 139,997 shares
    • Kestra Advisory Services, LLC: 434,251 shares
    • Kestra Investment Management, LLC: 4,071 shares

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

  5. period ended2025-06-30
    13F 554,246 shares
    Change vs previous 13F +1,865 shares

    0.11% of the 13F portfolio, value $29,025,881.

    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: 146,886 shares
    • Kestra Advisory Services, LLC: 407,360 shares

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

  6. period ended2025-03-31
    13F/A 552,381 shares
    Change vs previous 13F -17,861 shares

    0.1% of the 13F portfolio, value $27,514,098.

    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: 147,732 shares
    • Kestra Advisory Services, LLC: 404,649 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 570,242 shares
    Change vs previous 13F -632 shares

    0.1% of the 13F portfolio, value $27,559,795.

    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: 142,377 shares
    • Kestra Advisory Services, LLC: 427,366 shares
    • Kestra Investment Management, LLC: 499 shares

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

  8. period ended2024-09-30
    13F 570,874 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $25,872,001.

    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: 133,183 shares
    • Kestra Advisory Services, LLC: 437,691 shares

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