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Kestra Advisory Services, LLC: XYL position timeline

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

Kestra Advisory Services, LLC held 13,859 XYL 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 13,859 shares
    Change vs previous 13F -4,011 shares

    <0.01% of the 13F portfolio, value $1,638,310.

    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: 2,128 shares
    • Kestra Advisory Services, LLC: 11,731 shares

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

  2. period ended2026-03-31
    13F 17,870 shares
    Change vs previous 13F +889 shares

    0.01% of the 13F portfolio, value $2,135,460.

    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: 2,128 shares
    • Kestra Advisory Services, LLC: 15,742 shares

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

  3. period ended2025-12-31
    13F 16,981 shares
    Change vs previous 13F +5,560 shares

    0.01% of the 13F portfolio, value $2,312,480.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,294 shares
    • Kestra Advisory Services, LLC: 14,687 shares

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

  4. period ended2025-09-30
    13F 11,421 shares
    Change vs previous 13F -1,605 shares

    0.01% of the 13F portfolio, value $1,684,528.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,023 shares
    • Kestra Advisory Services, LLC: 9,398 shares

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

  5. period ended2025-06-30
    13F 13,026 shares
    Change vs previous 13F -1,094 shares

    0.01% of the 13F portfolio, value $1,685,052.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,085 shares
    • Kestra Advisory Services, LLC: 10,941 shares

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

  6. period ended2025-03-31
    13F/A 14,120 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $1,686,776.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,560 shares
    • Kestra Advisory Services, LLC: 11,560 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 14,052 shares
    Change vs previous 13F +800 shares

    0.01% of the 13F portfolio, value $1,630,313.

    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: 2,604 shares
    • Kestra Advisory Services, LLC: 11,346 shares
    • Kestra Investment Management, LLC: 102 shares

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

  8. period ended2024-09-30
    13F 13,252 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,789,429.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,780 shares
    • Kestra Advisory Services, LLC: 10,472 shares

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