Skip to content
Disclosery

Kestra Advisory Services, LLC: JAAA position timeline

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

Kestra Advisory Services, LLC held 3,671,454 JAAA 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 3,671,454 shares
    Change vs previous 13F -46,661 shares

    0.41% of the 13F portfolio, value $185,371,698.

    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: 469,569 shares
    • Kestra Advisory Services, LLC: 3,191,229 shares
    • Kestra Investment Management, LLC: 10,656 shares

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

  2. period ended2026-03-31
    13F 3,718,115 shares
    Change vs previous 13F -965,164 shares

    0.46% of the 13F portfolio, value $187,281,450.

    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: 481,095 shares
    • Kestra Advisory Services, LLC: 3,217,418 shares
    • Kestra Investment Management, LLC: 19,602 shares

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

  3. period ended2025-12-31
    13F 4,683,279 shares
    Change vs previous 13F +628,076 shares

    0.65% of the 13F portfolio, value $236,880,235.

    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: 483,882 shares
    • Kestra Advisory Services, LLC: 2,688,788 shares
    • Kestra Investment Management, LLC: 1,510,609 shares

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

  4. period ended2025-09-30
    13F 4,055,203 shares
    Change vs previous 13F +236,836 shares

    0.62% of the 13F portfolio, value $205,923,199.

    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: 491,444 shares
    • Kestra Advisory Services, LLC: 2,205,095 shares
    • Kestra Investment Management, LLC: 1,358,664 shares

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

  5. period ended2025-06-30
    13F/A 3,818,367 shares
    Change vs previous 13F +85,550 shares

    0.63% of the 13F portfolio, value $193,782,132.

    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: 476,018 shares
    • Kestra Advisory Services, LLC: 2,086,034 shares
    • Kestra Investment Management, LLC: 1,256,315 shares

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

  6. period ended2025-03-31
    13F/A 3,732,817 shares
    Change vs previous 13F +1,417,468 shares

    0.63% of the 13F portfolio, value $189,291,151.

    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: 383,880 shares
    • Kestra Advisory Services, LLC: 1,755,425 shares
    • Kestra Investment Management, LLC: 1,593,512 shares

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

  7. period ended2024-12-31
    13F 2,315,349 shares
    Change vs previous 13F +634,267 shares

    0.44% of the 13F portfolio, value $117,411,366.

    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: 361,225 shares
    • Kestra Advisory Services, LLC: 1,264,166 shares
    • Kestra Investment Management, LLC: 689,958 shares

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

  8. period ended2024-09-30
    13F 1,681,082 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $85,533,470.

    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: 261,714 shares
    • Kestra Advisory Services, LLC: 995,053 shares
    • Kestra Investment Management, LLC: 424,315 shares

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