Kestra Advisory Services, LLC: XMHQ position timeline

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

Kestra Advisory Services, LLC held 267,451 XMHQ 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 267,451 shares
Change vs previous 13F +1,237 shares
0.08% of the 13F portfolio, value $30,189,929.
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: 75,920 shares
- Kestra Advisory Services, LLC: 191,531 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 266,214 shares
Change vs previous 13F +13,064 shares
0.08% of the 13F portfolio, value $27,518,548.
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: 74,443 shares
- Kestra Advisory Services, LLC: 191,771 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 253,150 shares
Change vs previous 13F -49,552 shares
0.08% of the 13F portfolio, value $25,927,584.
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: 71,284 shares
- Kestra Advisory Services, LLC: 181,866 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 302,702 shares
Change vs previous 13F -1,154 shares
0.11% of the 13F portfolio, value $31,771,581.
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: 147,276 shares
- Kestra Advisory Services, LLC: 155,426 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 303,856 shares
Change vs previous 13F -99,848 shares
0.11% of the 13F portfolio, value $29,850,784.
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: 143,087 shares
- Kestra Advisory Services, LLC: 160,769 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 403,704 shares
Change vs previous 13F +2,478 shares
0.14% of the 13F portfolio, value $36,951,027.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 231,298 shares
- Kestra Advisory Services, LLC: 172,406 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 401,226 shares
Change vs previous 13F +133,523 shares
0.15% of the 13F portfolio, value $39,508,724.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 210,964 shares
- Kestra Advisory Services, LLC: 190,254 shares
- Kestra Investment Management, LLC: 8 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 267,703 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $27,460,982.
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: 131,378 shares
- Kestra Advisory Services, LLC: 136,325 shares
Acceptance time not in the bulk data set (spec §4.2).