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Kestra Advisory Services, LLC: CCJ position timeline

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

Kestra Advisory Services, LLC held 178,013 CCJ 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 178,013 shares
    Change vs previous 13F +25,907 shares

    0.05% of the 13F portfolio, value $18,132,425.

    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: 6,919 shares
    • Kestra Advisory Services, LLC: 171,094 shares

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

  2. period ended2026-03-31
    13F 152,106 shares
    Change vs previous 13F +20,016 shares

    0.05% of the 13F portfolio, value $16,520,277.

    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: 6,864 shares
    • Kestra Advisory Services, LLC: 145,242 shares

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

  3. period ended2025-12-31
    13F 132,090 shares
    Change vs previous 13F +3,010 shares

    0.04% of the 13F portfolio, value $12,084,940.

    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: 6,406 shares
    • Kestra Advisory Services, LLC: 125,684 shares

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

  4. period ended2025-09-30
    13F 129,080 shares
    Change vs previous 13F +24,726 shares

    0.04% of the 13F portfolio, value $10,824,675.

    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: 6,744 shares
    • Kestra Advisory Services, LLC: 122,336 shares

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

  5. period ended2025-06-30
    13F 104,354 shares
    Change vs previous 13F -10,417 shares

    0.03% of the 13F portfolio, value $7,746,188.

    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: 6,519 shares
    • Kestra Advisory Services, LLC: 97,835 shares

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

  6. period ended2025-03-31
    13F 114,771 shares
    Change vs previous 13F -24,224 shares

    0.02% of the 13F portfolio, value $4,723,975.

    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: 10,574 shares
    • Kestra Advisory Services, LLC: 104,197 shares

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

  7. period ended2024-12-31
    13F 138,995 shares
    Change vs previous 13F -4,205 shares

    0.03% of the 13F portfolio, value $7,142,953.

    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: 7,773 shares
    • Kestra Advisory Services, LLC: 131,222 shares

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

  8. period ended2024-09-30
    13F 143,200 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,839,219.

    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: 16,952 shares
    • Kestra Advisory Services, LLC: 126,248 shares

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