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Kestra Advisory Services, LLC: XSOE position timeline

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

Kestra Advisory Services, LLC held 29,626 XSOE 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 29,626 shares
    Change vs previous 13F -12,489 shares

    <0.01% of the 13F portfolio, value $1,457,000.

    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 42,115 shares
    Change vs previous 13F +1,444 shares

    0.01% of the 13F portfolio, value $1,688,816.

    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 40,671 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $1,587,001.

    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 40,346 shares
    Change vs previous 13F +633 shares

    0.01% of the 13F portfolio, value $1,530,722.

    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 39,713 shares
    Change vs previous 13F +3,380 shares

    0.01% of the 13F portfolio, value $1,369,296.

    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 36,333 shares
    Change vs previous 13F -3,953 shares

    0.01% of the 13F portfolio, value $1,121,600.

    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 40,286 shares
    Change vs previous 13F -1,288 shares

    0.01% of the 13F portfolio, value $1,227,917.

    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 41,574 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,373,197.

    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).