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Kestra Advisory Services, LLC: XLU position timeline

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

Kestra Advisory Services, LLC held 711,874 XLU 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 711,874 shares
    Change vs previous 13F -46,740 shares

    0.08% of the 13F portfolio, value $32,276,358.

    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: 100,569 shares
    • Kestra Advisory Services, LLC: 611,305 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 758,614 shares
    Change vs previous 13F +122,388 shares

    0.09% of the 13F portfolio, value $34,812,775.

    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: 102,960 shares
    • Kestra Advisory Services, LLC: 650,398 shares
    • Kestra Investment Management, LLC: 5,256 shares

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

  3. period ended2025-12-31
    13F 636,226 shares
    Change vs previous 13F +345,355 shares

    0.08% of the 13F portfolio, value $27,160,491.

    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: 101,606 shares
    • Kestra Advisory Services, LLC: 534,620 shares

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

  4. period ended2025-09-30
    13F 290,871 shares
    Change vs previous 13F +18,808 shares

    0.09% of the 13F portfolio, value $25,366,841.

    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: 47,949 shares
    • Kestra Advisory Services, LLC: 242,922 shares

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

  5. period ended2025-06-30
    13F 272,063 shares
    Change vs previous 13F +60,059 shares

    0.08% of the 13F portfolio, value $22,216,688.

    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: 47,528 shares
    • Kestra Advisory Services, LLC: 224,535 shares

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

  6. period ended2025-03-31
    13F/A 212,004 shares
    Change vs previous 13F -38,794 shares

    0.06% of the 13F portfolio, value $16,716,515.

    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: 46,113 shares
    • Kestra Advisory Services, LLC: 165,891 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 250,798 shares
    Change vs previous 13F +30,494 shares

    0.07% of the 13F portfolio, value $18,982,901.

    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: 45,652 shares
    • Kestra Advisory Services, LLC: 204,758 shares
    • Kestra Investment Management, LLC: 388 shares

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

  8. period ended2024-09-30
    13F 220,304 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $17,796,173.

    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: 46,227 shares
    • Kestra Advisory Services, LLC: 174,077 shares

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