ODonnell Financial Services, LLC: KJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ODonnell Financial Services, LLC on KJUL, newest first. How the timeline and the estimate are built.
ODonnell Financial Services, LLC held 34,222 KJUL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 34,222 sharesChange vs previous 13F -843 shares
0.34% of the 13F portfolio, value $1,162,521.
13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,065 sharesChange vs previous 13F -767 shares
0.39% of the 13F portfolio, value $1,123,125.
13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,832 sharesChange vs previous 13F -1,450 shares
0.39% of the 13F portfolio, value $1,135,899.
13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,282 sharesChange vs previous 13F -11,904 shares
0.41% of the 13F portfolio, value $1,154,251.
13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 49,186 sharesChange vs previous 13F -2,652 shares
0.55% of the 13F portfolio, value $1,435,985.
13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 51,838 sharesChange vs previous 13F -594,554 shares
0.6% of the 13F portfolio, value $1,449,681.
13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 646,392 sharesChange vs previous 13F +589,865 shares
9.46% of the 13F portfolio, value $22,606,429.
13F-HR 0001085146-25-000450 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 56,527 sharesChange vs previous 13F not available
0.67% of the 13F portfolio, value $1,646,626.
13F-HR 0001085146-24-005047 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).