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Kestra Advisory Services, LLC: XLSR position timeline

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

Kestra Advisory Services, LLC held 21,816 XLSR 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 21,816 shares
    Change vs previous 13F -63,043 shares

    <0.01% of the 13F portfolio, value $1,414,976.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 84,859 shares
    Change vs previous 13F -320 shares

    0.02% of the 13F portfolio, value $4,899,742.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 85,179 shares
    Change vs previous 13F +56,641 shares

    0.02% of the 13F portfolio, value $5,307,473.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 28,538 shares
    Change vs previous 13F +861 shares

    0.01% of the 13F portfolio, value $1,701,125.

    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 27,677 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $1,520,003.

    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 27,521 shares
    Change vs previous 13F +763 shares

    0.01% of the 13F portfolio, value $1,397,241.

    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 26,758 shares
    Change vs previous 13F -4,783 shares

    0.01% of the 13F portfolio, value $1,429,948.

    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 31,541 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,634,953.

    13F-HR 0001830819-24-000009 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).