Skip to content
Disclosery

Kestra Advisory Services, LLC: XOCT position timeline

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

Kestra Advisory Services, LLC held 67,963 XOCT 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 67,963 shares
    Change vs previous 13F -3,756 shares

    0.01% of the 13F portfolio, value $2,684,668.

    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 71,719 shares
    Change vs previous 13F +2,944 shares

    0.01% of the 13F portfolio, value $2,672,824.

    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 68,775 shares
    Change vs previous 13F +4,692 shares

    0.01% of the 13F portfolio, value $2,595,816.

    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 64,083 shares
    Change vs previous 13F -6,247 shares

    0.01% of the 13F portfolio, value $2,362,099.

    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 70,330 shares
    Change vs previous 13F +2,002 shares

    0.01% of the 13F portfolio, value $2,514,122.

    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 68,328 shares
    Change vs previous 13F -5,787 shares

    0.01% of the 13F portfolio, value $2,312,206.

    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 74,115 shares
    Change vs previous 13F +10,819 shares

    0.01% of the 13F portfolio, value $2,536,052.

    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 63,296 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,143,924.

    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).