Kestra Advisory Services, LLC: XLV position timeline

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

Kestra Advisory Services, LLC held 177,544 XLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 177,544 shares
Change vs previous 13F -41,276 shares
0.06% of the 13F portfolio, value $28,169,248.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,885 shares
- Kestra Advisory Services, LLC: 146,252 shares
- Kestra Investment Management, LLC: 1,407 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 218,820 shares
Change vs previous 13F +44,183 shares
0.08% of the 13F portfolio, value $32,081,127.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 31,242 shares
- Kestra Advisory Services, LLC: 185,445 shares
- Kestra Investment Management, LLC: 2,133 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 174,637 shares
Change vs previous 13F +20,730 shares
0.08% of the 13F portfolio, value $27,033,885.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,979 shares
- Kestra Advisory Services, LLC: 144,658 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 153,907 shares
Change vs previous 13F -17,062 shares
0.07% of the 13F portfolio, value $21,419,264.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 28,314 shares
- Kestra Advisory Services, LLC: 125,593 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 170,969 shares
Change vs previous 13F -11,774 shares
0.08% of the 13F portfolio, value $23,044,893.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,953 shares
- Kestra Advisory Services, LLC: 141,016 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 182,743 shares
Change vs previous 13F +14,740 shares
0.1% of the 13F portfolio, value $26,682,306.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,165 shares
- Kestra Advisory Services, LLC: 147,578 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 168,003 shares
Change vs previous 13F -11,012 shares
0.1% of the 13F portfolio, value $23,112,172.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,555 shares
- Kestra Advisory Services, LLC: 131,448 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 179,015 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $27,571,817.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,316 shares
- Kestra Advisory Services, LLC: 142,699 shares
Acceptance time not in the bulk data set (spec §4.2).