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Kestra Advisory Services, LLC: IXJ position timeline

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

Kestra Advisory Services, LLC held 25,401 IXJ 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 25,401 shares
    Change vs previous 13F -745 shares

    0.01% of the 13F portfolio, value $2,498,893.

    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: 3,635 shares
    • Kestra Advisory Services, LLC: 21,766 shares

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

  2. period ended2026-03-31
    13F 26,146 shares
    Change vs previous 13F +8,667 shares

    0.01% of the 13F portfolio, value $2,445,734.

    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: 5,787 shares
    • Kestra Advisory Services, LLC: 20,359 shares

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

  3. period ended2025-12-31
    13F 17,479 shares
    Change vs previous 13F +567 shares

    0.01% of the 13F portfolio, value $1,702,521.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,164 shares
    • Kestra Advisory Services, LLC: 5,315 shares

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

  4. period ended2025-09-30
    13F 16,912 shares
    Change vs previous 13F +11,152 shares

    0.01% of the 13F portfolio, value $1,498,684.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,665 shares
    • Kestra Advisory Services, LLC: 5,247 shares

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

  5. period ended2025-06-30
    13F 5,760 shares
    Change vs previous 13F -119 shares

    <0.01% of the 13F portfolio, value $495,880.

    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: 2,842 shares
    • Kestra Advisory Services, LLC: 2,918 shares

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

  6. period ended2025-03-31
    13F 5,879 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $536,165.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,020 shares
    • Kestra Advisory Services, LLC: 2,859 shares

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

  7. period ended2024-12-31
    13F 6,076 shares
    Change vs previous 13F +2,361 shares

    <0.01% of the 13F portfolio, value $522,353.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,120 shares
    • Kestra Advisory Services, LLC: 2,956 shares

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

  8. period ended2024-09-30
    13F 3,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $364,620.

    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).