Kestra Advisory Services, LLC: IJT position timeline

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

Kestra Advisory Services, LLC held 218,647 IJT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 218,647 shares
Change vs previous 13F +13,110 shares
0.1% of the 13F portfolio, value $39,050,424.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 149,045 shares
- Kestra Advisory Services, LLC: 69,602 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 205,537 shares
Change vs previous 13F +7,613 shares
0.09% of the 13F portfolio, value $29,743,286.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 146,265 shares
- Kestra Advisory Services, LLC: 59,272 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 197,924 shares
Change vs previous 13F +6,660 shares
0.09% of the 13F portfolio, value $27,939,027.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 138,390 shares
- Kestra Advisory Services, LLC: 59,534 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 191,264 shares
Change vs previous 13F +44,705 shares
0.09% of the 13F portfolio, value $27,063,927.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 132,451 shares
- Kestra Advisory Services, LLC: 58,813 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 146,559 shares
Change vs previous 13F +3,621 shares
0.07% of the 13F portfolio, value $19,498,147.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 87,711 shares
- Kestra Advisory Services, LLC: 58,848 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 142,938 shares
Change vs previous 13F +10,138 shares
0.07% of the 13F portfolio, value $17,795,782.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 83,997 shares
- Kestra Advisory Services, LLC: 58,941 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 132,800 shares
Change vs previous 13F +13,463 shares
0.07% of the 13F portfolio, value $17,977,089.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 76,405 shares
- Kestra Advisory Services, LLC: 56,022 shares
- Kestra Investment Management, LLC: 373 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 119,337 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $16,646,273.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 67,440 shares
- Kestra Advisory Services, LLC: 51,897 shares
Acceptance time not in the bulk data set (spec §4.2).