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Kestra Advisory Services, LLC: XMLV position timeline

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

Kestra Advisory Services, LLC held 80,692 XMLV 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 80,692 shares
    Change vs previous 13F +62,854 shares

    0.01% of the 13F portfolio, value $5,352,300.

    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: 4,668 shares
    • Kestra Advisory Services, LLC: 76,024 shares

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

  2. period ended2026-03-31
    13F 17,838 shares
    Change vs previous 13F +3,621 shares

    <0.01% of the 13F portfolio, value $1,123,267.

    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: 4,642 shares
    • Kestra Advisory Services, LLC: 13,196 shares

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

  3. period ended2025-12-31
    13F 14,217 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $886,714.

    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: 4,035 shares
    • Kestra Advisory Services, LLC: 10,182 shares

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

  4. period ended2025-09-30
    13F 13,203 shares
    Change vs previous 13F -2,508 shares

    <0.01% of the 13F portfolio, value $839,169.

    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: 4,167 shares
    • Kestra Advisory Services, LLC: 9,036 shares

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

  5. period ended2025-06-30
    13F 15,711 shares
    Change vs previous 13F +1,690 shares

    <0.01% of the 13F portfolio, value $968,921.

    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: 4,650 shares
    • Kestra Advisory Services, LLC: 11,061 shares

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

  6. period ended2025-03-31
    13F 14,021 shares
    Change vs previous 13F -660 shares

    <0.01% of the 13F portfolio, value $865,376.

    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: 5,000 shares
    • Kestra Advisory Services, LLC: 9,021 shares

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

  7. period ended2024-12-31
    13F 14,681 shares
    Change vs previous 13F -55,128 shares

    <0.01% of the 13F portfolio, value $892,899.

    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: 5,112 shares
    • Kestra Advisory Services, LLC: 9,569 shares

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

  8. period ended2024-09-30
    13F 69,809 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,261,130.

    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: 5,191 shares
    • Kestra Advisory Services, LLC: 64,618 shares

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