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Kestra Advisory Services, LLC: XSSPX position timeline

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

Kestra Advisory Services, LLC held 118,591 XSSPX 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 118,591 shares
    Change vs previous 13F -105,533 shares

    0.01% of the 13F portfolio, value $2,210,524.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,372 shares
    • Kestra Advisory Services, LLC: 104,219 shares

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

  2. period ended2026-03-31
    13F 224,124 shares
    Change vs previous 13F +220,234 shares

    0.01% of the 13F portfolio, value $3,601,672.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,417 shares
    • Kestra Advisory Services, LLC: 209,707 shares

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

  3. period ended2025-12-31
    13F 3,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $70,181.

    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).