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Kestra Advisory Services, LLC: XLY position timeline

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

Kestra Advisory Services, LLC held 99,400 XLY 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 99,400 shares
    Change vs previous 13F +12,309 shares

    0.03% of the 13F portfolio, value $11,657,588.

    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: 27,466 shares
    • Kestra Advisory Services, LLC: 71,934 shares

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

  2. period ended2026-03-31
    13F 87,091 shares
    Change vs previous 13F -12,906 shares

    0.03% of the 13F portfolio, value $9,491,199.

    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: 28,312 shares
    • Kestra Advisory Services, LLC: 58,779 shares

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

  3. period ended2025-12-31
    13F 99,997 shares
    Change vs previous 13F +59,147 shares

    0.04% of the 13F portfolio, value $11,940,742.

    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: 26,479 shares
    • Kestra Advisory Services, LLC: 73,518 shares

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

  4. period ended2025-09-30
    13F 40,850 shares
    Change vs previous 13F -2,512 shares

    0.03% of the 13F portfolio, value $9,789,220.

    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: 10,745 shares
    • Kestra Advisory Services, LLC: 30,105 shares

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

  5. period ended2025-06-30
    13F 43,362 shares
    Change vs previous 13F -20,927 shares

    0.03% of the 13F portfolio, value $9,423,921.

    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: 11,277 shares
    • Kestra Advisory Services, LLC: 32,085 shares

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

  6. period ended2025-03-31
    13F 64,289 shares
    Change vs previous 13F -1,191 shares

    0.05% of the 13F portfolio, value $12,694,506.

    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: 11,943 shares
    • Kestra Advisory Services, LLC: 52,346 shares

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

  7. period ended2024-12-31
    13F 65,480 shares
    Change vs previous 13F -3,188 shares

    0.06% of the 13F portfolio, value $14,690,438.

    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: 13,364 shares
    • Kestra Advisory Services, LLC: 52,116 shares

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

  8. period ended2024-09-30
    13F 68,668 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,759,037.

    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: 15,288 shares
    • Kestra Advisory Services, LLC: 53,380 shares

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