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Kestra Advisory Services, LLC: XT position timeline

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

Kestra Advisory Services, LLC held 60,053 XT 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 60,053 shares
    Change vs previous 13F -47,299 shares

    0.02% of the 13F portfolio, value $4,962,193.

    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 107,352 shares
    Change vs previous 13F +8,410 shares

    0.03% of the 13F portfolio, value $7,315,935.

    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 98,942 shares
    Change vs previous 13F +4,981 shares

    0.03% of the 13F portfolio, value $6,900,231.

    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 93,961 shares
    Change vs previous 13F -3,463 shares

    0.03% of the 13F portfolio, value $6,759,645.

    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 97,424 shares
    Change vs previous 13F +25,829 shares

    0.03% of the 13F portfolio, value $6,356,914.

    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 71,595 shares
    Change vs previous 13F -1,480 shares

    0.02% of the 13F portfolio, value $4,121,008.

    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 73,075 shares
    Change vs previous 13F +44,340 shares

    0.02% of the 13F portfolio, value $4,359,655.

    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 28,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,749,362.

    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).