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Kestra Advisory Services, LLC: XLK position timeline

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

Kestra Advisory Services, LLC held 791,580 XLK 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 791,580 shares
    Change vs previous 13F +5,459 shares

    0.33% of the 13F portfolio, value $150,811,744.

    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: 86,130 shares
    • Kestra Advisory Services, LLC: 703,129 shares
    • Kestra Investment Management, LLC: 2,321 shares

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

  2. period ended2026-03-31
    13F 786,121 shares
    Change vs previous 13F +29,950 shares

    0.3% of the 13F portfolio, value $104,475,507.

    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: 86,133 shares
    • Kestra Advisory Services, LLC: 699,988 shares

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

  3. period ended2025-12-31
    13F 756,171 shares
    Change vs previous 13F +393,717 shares

    0.34% of the 13F portfolio, value $108,865,919.

    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: 86,151 shares
    • Kestra Advisory Services, LLC: 670,020 shares

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

  4. period ended2025-09-30
    13F 362,454 shares
    Change vs previous 13F -7,945 shares

    0.35% of the 13F portfolio, value $102,161,364.

    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: 29,784 shares
    • Kestra Advisory Services, LLC: 332,670 shares

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

  5. period ended2025-06-30
    13F 370,399 shares
    Change vs previous 13F +12,312 shares

    0.34% of the 13F portfolio, value $93,796,172.

    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: 30,534 shares
    • Kestra Advisory Services, LLC: 339,865 shares

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

  6. period ended2025-03-31
    13F 358,087 shares
    Change vs previous 13F -56,038 shares

    0.28% of the 13F portfolio, value $73,937,803.

    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: 36,576 shares
    • Kestra Advisory Services, LLC: 321,511 shares

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

  7. period ended2024-12-31
    13F 414,125 shares
    Change vs previous 13F -3,011 shares

    0.4% of the 13F portfolio, value $96,292,345.

    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: 35,562 shares
    • Kestra Advisory Services, LLC: 378,563 shares

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

  8. period ended2024-09-30
    13F 417,136 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $94,172,552.

    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: 35,575 shares
    • Kestra Advisory Services, LLC: 381,561 shares

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