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Kestra Advisory Services, LLC: IJJ position timeline

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

Kestra Advisory Services, LLC held 102,697 IJJ 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 102,697 shares
    Change vs previous 13F -3,718 shares

    0.04% of the 13F portfolio, value $15,171,493.

    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: 3,444 shares
    • Kestra Advisory Services, LLC: 99,253 shares

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

  2. period ended2026-03-31
    13F 106,415 shares
    Change vs previous 13F +5,113 shares

    0.04% of the 13F portfolio, value $14,099,983.

    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: 3,580 shares
    • Kestra Advisory Services, LLC: 102,835 shares

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

  3. period ended2025-12-31
    13F 101,302 shares
    Change vs previous 13F +2,079 shares

    0.04% of the 13F portfolio, value $13,330,355.

    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: 3,691 shares
    • Kestra Advisory Services, LLC: 97,611 shares

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

  4. period ended2025-09-30
    13F 99,223 shares
    Change vs previous 13F -1,346 shares

    0.04% of the 13F portfolio, value $12,871,231.

    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: 4,100 shares
    • Kestra Advisory Services, LLC: 95,123 shares

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

  5. period ended2025-06-30
    13F 100,569 shares
    Change vs previous 13F -5,686 shares

    0.05% of the 13F portfolio, value $12,428,300.

    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: 4,251 shares
    • Kestra Advisory Services, LLC: 96,318 shares

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

  6. period ended2025-03-31
    13F 106,255 shares
    Change vs previous 13F -5,609 shares

    0.05% of the 13F portfolio, value $12,721,911.

    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: 4,529 shares
    • Kestra Advisory Services, LLC: 101,726 shares

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

  7. period ended2024-12-31
    13F 111,864 shares
    Change vs previous 13F +3,377 shares

    0.06% of the 13F portfolio, value $13,978,527.

    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: 4,910 shares
    • Kestra Advisory Services, LLC: 106,954 shares

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

  8. period ended2024-09-30
    13F 108,487 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $13,411,221.

    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: 3,437 shares
    • Kestra Advisory Services, LLC: 105,050 shares

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