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Kestra Advisory Services, LLC: XMMO position timeline

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

Kestra Advisory Services, LLC held 118,238 XMMO 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 118,238 shares
    Change vs previous 13F +54,170 shares

    0.05% of the 13F portfolio, value $20,116,895.

    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: 11,737 shares
    • Kestra Advisory Services, LLC: 106,501 shares

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

  2. period ended2026-03-31
    13F 64,068 shares
    Change vs previous 13F +22,993 shares

    0.03% of the 13F portfolio, value $9,291,261.

    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: 13,113 shares
    • Kestra Advisory Services, LLC: 50,955 shares

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

  3. period ended2025-12-31
    13F 41,075 shares
    Change vs previous 13F +2,589 shares

    0.02% of the 13F portfolio, value $5,687,278.

    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: 1,651 shares
    • Kestra Advisory Services, LLC: 39,424 shares

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

  4. period ended2025-09-30
    13F 38,486 shares
    Change vs previous 13F +4,081 shares

    0.02% of the 13F portfolio, value $5,204,418.

    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 34,405 shares
    Change vs previous 13F -6,466 shares

    0.02% of the 13F portfolio, value $4,425,487.

    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 40,871 shares
    Change vs previous 13F -20,012 shares

    0.02% of the 13F portfolio, value $4,649,485.

    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 60,883 shares
    Change vs previous 13F -40,366 shares

    0.04% of the 13F portfolio, value $7,520,877.

    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 101,249 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $12,183,263.

    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).