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Kestra Advisory Services, LLC: XLP position timeline

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

Kestra Advisory Services, LLC held 196,716 XLP 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 196,716 shares
    Change vs previous 13F -20,131 shares

    0.04% of the 13F portfolio, value $16,341,221.

    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: 23,619 shares
    • Kestra Advisory Services, LLC: 173,097 shares

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

  2. period ended2026-03-31
    13F 216,847 shares
    Change vs previous 13F +15,785 shares

    0.05% of the 13F portfolio, value $17,777,126.

    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: 32,491 shares
    • Kestra Advisory Services, LLC: 184,356 shares

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

  3. period ended2025-12-31
    13F 201,062 shares
    Change vs previous 13F +5,868 shares

    0.05% of the 13F portfolio, value $15,618,502.

    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: 37,775 shares
    • Kestra Advisory Services, LLC: 163,287 shares

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

  4. period ended2025-09-30
    13F 195,194 shares
    Change vs previous 13F +17,893 shares

    0.05% of the 13F portfolio, value $15,297,350.

    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: 25,612 shares
    • Kestra Advisory Services, LLC: 169,582 shares

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

  5. period ended2025-06-30
    13F 177,301 shares
    Change vs previous 13F +3,891 shares

    0.05% of the 13F portfolio, value $14,356,091.

    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: 24,839 shares
    • Kestra Advisory Services, LLC: 152,462 shares

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

  6. period ended2025-03-31
    13F 173,410 shares
    Change vs previous 13F +4,032 shares

    0.05% of the 13F portfolio, value $14,162,394.

    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: 27,575 shares
    • Kestra Advisory Services, LLC: 145,835 shares

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

  7. period ended2024-12-31
    13F 169,378 shares
    Change vs previous 13F -114 shares

    0.06% of the 13F portfolio, value $13,314,804.

    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: 30,048 shares
    • Kestra Advisory Services, LLC: 139,330 shares

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

  8. period ended2024-09-30
    13F 169,492 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $14,067,833.

    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: 29,926 shares
    • Kestra Advisory Services, LLC: 139,566 shares

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