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Kestra Advisory Services, LLC: IJUL position timeline

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

Kestra Advisory Services, LLC held 37,664 IJUL 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 37,664 shares
    Change vs previous 13F -32,574 shares

    <0.01% of the 13F portfolio, value $1,354,774.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory 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 70,238 shares
    Change vs previous 13F +23,011 shares

    0.01% of the 13F portfolio, value $2,370,540.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory 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 47,227 shares
    Change vs previous 13F +159 shares

    0.01% of the 13F portfolio, value $1,582,478.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory 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 47,068 shares
    Change vs previous 13F +16,409 shares

    0.01% of the 13F portfolio, value $1,538,455.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory 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 30,659 shares
    Change vs previous 13F +6,524 shares

    <0.01% of the 13F portfolio, value $979,248.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory 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 24,135 shares
    Change vs previous 13F -5,858 shares

    <0.01% of the 13F portfolio, value $702,811.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory 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 29,993 shares
    Change vs previous 13F +1,526 shares

    <0.01% of the 13F portfolio, value $830,686.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory 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 28,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $837,109.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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