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Kestra Advisory Services, LLC: XME position timeline

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

Kestra Advisory Services, LLC held 19,547 XME 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 19,547 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $2,090,181.

    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: 6,849 shares
    • Kestra Advisory Services, LLC: 12,698 shares

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

  2. period ended2026-03-31
    13F 19,401 shares
    Change vs previous 13F +618 shares

    0.01% of the 13F portfolio, value $2,095,544.

    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 18,783 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $1,946,118.

    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 18,825 shares
    Change vs previous 13F +7,530 shares

    0.01% of the 13F portfolio, value $1,754,272.

    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 11,295 shares
    Change vs previous 13F -100,153 shares

    <0.01% of the 13F portfolio, value $759,229.

    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 111,448 shares
    Change vs previous 13F -10,643 shares

    0.03% of the 13F portfolio, value $6,239,974.

    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 122,091 shares
    Change vs previous 13F -3,758 shares

    0.04% of the 13F portfolio, value $6,928,664.

    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 125,849 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $8,019,073.

    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).