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Kestra Advisory Services, LLC: XYLD position timeline

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

Kestra Advisory Services, LLC held 123,777 XYLD 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 123,777 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $5,048,869.

    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: 14,373 shares
    • Kestra Advisory Services, LLC: 109,404 shares

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

  2. period ended2026-03-31
    13F 123,197 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $4,820,719.

    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: 15,220 shares
    • Kestra Advisory Services, LLC: 107,977 shares

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

  3. period ended2025-12-31
    13F 123,311 shares
    Change vs previous 13F +14,500 shares

    0.02% of the 13F portfolio, value $5,010,121.

    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: 13,213 shares
    • Kestra Advisory Services, LLC: 110,098 shares

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

  4. period ended2025-09-30
    13F 108,811 shares
    Change vs previous 13F +34,471 shares

    0.01% of the 13F portfolio, value $4,271,946.

    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: 12,516 shares
    • Kestra Advisory Services, LLC: 96,295 shares

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

  5. period ended2025-06-30
    13F 74,340 shares
    Change vs previous 13F +9,035 shares

    0.01% of the 13F portfolio, value $2,894,817.

    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: 10,982 shares
    • Kestra Advisory Services, LLC: 63,358 shares

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

  6. period ended2025-03-31
    13F 65,305 shares
    Change vs previous 13F +24,416 shares

    0.01% of the 13F portfolio, value $2,578,895.

    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: 8,861 shares
    • Kestra Advisory Services, LLC: 56,444 shares

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

  7. period ended2024-12-31
    13F 40,889 shares
    Change vs previous 13F +14,502 shares

    0.01% of the 13F portfolio, value $1,713,249.

    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: 8,792 shares
    • Kestra Advisory Services, LLC: 32,097 shares

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

  8. period ended2024-09-30
    13F 26,387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,095,064.

    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: 8,089 shares
    • Kestra Advisory Services, LLC: 18,298 shares

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