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Kestra Advisory Services, LLC: XLG position timeline

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

Kestra Advisory Services, LLC held 258,206 XLG 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 258,206 shares
    Change vs previous 13F -312,962 shares

    0.04% of the 13F portfolio, value $15,809,947.

    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: 66,981 shares
    • Kestra Advisory Services, LLC: 191,225 shares

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

  2. period ended2026-03-31
    13F 571,168 shares
    Change vs previous 13F +95,168 shares

    0.09% of the 13F portfolio, value $31,157,257.

    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: 85,226 shares
    • Kestra Advisory Services, LLC: 485,942 shares

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

  3. period ended2025-12-31
    13F 476,000 shares
    Change vs previous 13F +97,567 shares

    0.09% of the 13F portfolio, value $28,217,241.

    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: 5,045 shares
    • Kestra Advisory Services, LLC: 470,955 shares

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

  4. period ended2025-09-30
    13F 378,433 shares
    Change vs previous 13F +55,941 shares

    0.1% of the 13F portfolio, value $21,767,459.

    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 322,492 shares
    Change vs previous 13F +105,917 shares

    0.08% of the 13F portfolio, value $16,801,842.

    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 216,575 shares
    Change vs previous 13F +48,676 shares

    0.05% of the 13F portfolio, value $9,966,782.

    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 167,899 shares
    Change vs previous 13F +96,562 shares

    0.05% of the 13F portfolio, value $8,388,234.

    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 71,337 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,390,642.

    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: 0 shares
    • Kestra Advisory Services, LLC: 71,337 shares

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