EMX β€” EMX RTY CORP

Ownership history in Kestra Advisory Services, LLC  Β·  12 quarters on record

AI Ownership Summary

Kestra Advisory Services, LLC reported EMX RTY CORP (EMX) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows EMX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kestra Advisory Services, LLC's position in EMX RTY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EMX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kestra Advisory Services, LLC held EMX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11,000 -20,404 -65.0% 0.00% $57K 2025-11-14 β€”
2025 Q2 ADDED 31,404 +20,404 +185.5% 0.00% $79K 2025-08-15 β€”
2025 Q1 UNCHANGED 11,000 β€” 0% 0.00% $22K 2025-05-14 β€”
2024 Q4 UNCHANGED 11,000 β€” 0% 0.00% $19K 2025-02-10 β€”
2024 Q3 UNCHANGED 11,000 β€” 0% 0.00% $20K 2024-11-13 β€”
2024 Q2 UNCHANGED 11,000 β€” 0% 0.00% $20K 2024-08-14 β€”
2024 Q1 UNCHANGED 11,000 β€” 0% 0.00% $19K 2024-05-15 β€”
2023 Q4 UNCHANGED 11,000 β€” 0% 0.00% $18K 2024-02-14 β€”
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kestra Advisory Services, LLC and EMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kestra Advisory Services, LLC reported owning EMX?

Kestra Advisory Services, LLC reported EMX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EMX position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for EMX was 0.00% in 2025 Q2.

What is the latest reported EMX position on this page?

The most recent filing on this page is 2025 Q3, when Kestra Advisory Services, LLC reported 11,000 shares, equal to 0.00% of portfolio, with an estimated market value of $57K.

What does the chart on this EMX ownership page compare?

The chart compares Kestra Advisory Services, LLC's quarterly EMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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