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Kestra Advisory Services, LLC: XLI position timeline

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

Kestra Advisory Services, LLC held 144,695 XLI 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 144,695 shares
    Change vs previous 13F +13,398 shares

    0.07% of the 13F portfolio, value $26,801,925.

    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: 15,838 shares
    • Kestra Advisory Services, LLC: 128,857 shares

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

  2. period ended2026-03-31
    13F 131,297 shares
    Change vs previous 13F +12,774 shares

    0.06% of the 13F portfolio, value $21,234,623.

    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: 16,575 shares
    • Kestra Advisory Services, LLC: 114,722 shares

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

  3. period ended2025-12-31
    13F 118,523 shares
    Change vs previous 13F -2,469 shares

    0.06% of the 13F portfolio, value $18,385,367.

    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: 15,572 shares
    • Kestra Advisory Services, LLC: 102,951 shares

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

  4. period ended2025-09-30
    13F 120,992 shares
    Change vs previous 13F -1,663 shares

    0.06% of the 13F portfolio, value $18,660,561.

    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: 15,554 shares
    • Kestra Advisory Services, LLC: 105,438 shares

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

  5. period ended2025-06-30
    13F 122,655 shares
    Change vs previous 13F +2,705 shares

    0.07% of the 13F portfolio, value $18,094,105.

    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: 13,512 shares
    • Kestra Advisory Services, LLC: 109,143 shares

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

  6. period ended2025-03-31
    13F 119,950 shares
    Change vs previous 13F +3,912 shares

    0.06% of the 13F portfolio, value $15,721,847.

    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: 14,813 shares
    • Kestra Advisory Services, LLC: 105,137 shares

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

  7. period ended2024-12-31
    13F 116,038 shares
    Change vs previous 13F +11,975 shares

    0.06% of the 13F portfolio, value $15,289,167.

    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: 12,145 shares
    • Kestra Advisory Services, LLC: 103,893 shares

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

  8. period ended2024-09-30
    13F 104,063 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,094,254.

    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: 10,793 shares
    • Kestra Advisory Services, LLC: 93,270 shares

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