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Kestra Advisory Services, LLC: XSD position timeline

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

Kestra Advisory Services, LLC held 2,885 XSD 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 2,885 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $1,799,323.

    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 3,047 shares
    Change vs previous 13F +292 shares

    <0.01% of the 13F portfolio, value $993,783.

    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 2,755 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $886,034.

    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 2,843 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $907,150.

    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 3,035 shares
    Change vs previous 13F -3,122 shares

    <0.01% of the 13F portfolio, value $778,473.

    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 6,157 shares
    Change vs previous 13F -32,881 shares

    0.01% of the 13F portfolio, value $1,236,141.

    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 39,038 shares
    Change vs previous 13F +625 shares

    0.05% of the 13F portfolio, value $9,698,991.

    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 38,413 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $9,228,707.

    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).