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Kestra Advisory Services, LLC: XMAR position timeline

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

Kestra Advisory Services, LLC held 143,692 XMAR 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 143,692 shares
    Change vs previous 13F -29,478 shares

    0.02% of the 13F portfolio, value $6,140,678.

    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: 47,915 shares
    • Kestra Advisory Services, LLC: 95,777 shares

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

  2. period ended2026-03-31
    13F 173,170 shares
    Change vs previous 13F -12,687 shares

    0.02% of the 13F portfolio, value $7,011,653.

    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: 52,069 shares
    • Kestra Advisory Services, LLC: 121,101 shares

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

  3. period ended2025-12-31
    13F 185,857 shares
    Change vs previous 13F -37,890 shares

    0.02% of the 13F portfolio, value $7,421,270.

    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: 61,274 shares
    • Kestra Advisory Services, LLC: 124,583 shares

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

  4. period ended2025-09-30
    13F 223,747 shares
    Change vs previous 13F -31,919 shares

    0.03% of the 13F portfolio, value $8,776,095.

    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: 66,916 shares
    • Kestra Advisory Services, LLC: 156,831 shares

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

  5. period ended2025-06-30
    13F 255,666 shares
    Change vs previous 13F +6,215 shares

    0.04% of the 13F portfolio, value $9,790,320.

    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: 66,879 shares
    • Kestra Advisory Services, LLC: 188,787 shares

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

  6. period ended2025-03-31
    13F 249,451 shares
    Change vs previous 13F +17,354 shares

    0.03% of the 13F portfolio, value $9,166,102.

    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: 70,947 shares
    • Kestra Advisory Services, LLC: 178,504 shares

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

  7. period ended2024-12-31
    13F 232,097 shares
    Change vs previous 13F +1,074 shares

    0.03% of the 13F portfolio, value $8,401,912.

    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: 72,374 shares
    • Kestra Advisory Services, LLC: 159,723 shares

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

  8. period ended2024-09-30
    13F 231,023 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,199,007.

    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: 72,930 shares
    • Kestra Advisory Services, LLC: 158,093 shares

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