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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

  1. period ended2026-06-30
    13F 34,222 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 35,065 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 35,832 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 37,282 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 49,186 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 51,838 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 646,392 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 56,527 shares
    Change 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), ingested

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