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Kestra Advisory Services, LLC: XNEAX position timeline

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

Kestra Advisory Services, LLC held 539,031 XNEAX 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 539,031 shares
    Change vs previous 13F +99,432 shares

    0.02% of the 13F portfolio, value $6,328,220.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 439,599 shares
    Change vs previous 13F +163,738 shares

    0.02% of the 13F portfolio, value $4,966,223.

    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 275,861 shares
    Change vs previous 13F +99,367 shares

    0.01% of the 13F portfolio, value $3,208,263.

    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 176,494 shares
    Change vs previous 13F -46,136 shares

    0.01% of the 13F portfolio, value $2,010,269.

    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: 0 shares
    • Kestra Advisory Services, LLC: 176,494 shares

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

  5. period ended2025-06-30
    13F 222,630 shares
    Change vs previous 13F +36,709 shares

    0.01% of the 13F portfolio, value $2,431,120.

    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: 14,073 shares
    • Kestra Advisory Services, LLC: 208,557 shares

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

  6. period ended2025-03-31
    13F 185,921 shares
    Change vs previous 13F +4,440 shares

    0.01% of the 13F portfolio, value $2,082,315.

    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: 12,676 shares
    • Kestra Advisory Services, LLC: 173,245 shares

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

  7. period ended2024-12-31
    13F 181,481 shares
    Change vs previous 13F -54,858 shares

    0.01% of the 13F portfolio, value $2,047,106.

    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: 12,654 shares
    • Kestra Advisory Services, LLC: 168,827 shares

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

  8. period ended2024-09-30
    13F 236,339 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,828,980.

    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: 10,932 shares
    • Kestra Advisory Services, LLC: 225,407 shares

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