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Disclosery

Kestra Advisory Services, LLC: XP position timeline

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

Kestra Advisory Services, LLC held 0 XP shares at 2025-06-30 per its 13F-HR filed 2025-08-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -14,909 shares

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 14,909 shares
    Change vs previous 13F -20,810 shares

    <0.01% of the 13F portfolio, value $204,999.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,909 shares
    • Kestra Advisory Services, LLC: 0 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2024-12-31
    13F 35,719 shares
    Change vs previous 13F -7,364 shares

    <0.01% of the 13F portfolio, value $423,271.

    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: 15,742 shares
    • Kestra Advisory Services, LLC: 19,854 shares
    • Kestra Investment Management, LLC: 123 shares

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

  4. period ended2024-09-30
    13F 43,083 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $772,909.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,670 shares
    • Kestra Advisory Services, LLC: 19,413 shares

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