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Kestra Advisory Services, LLC: JBND position timeline

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

Kestra Advisory Services, LLC held 460,696 JBND 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 460,696 shares
    Change vs previous 13F +15,139 shares

    0.05% of the 13F portfolio, value $24,647,262.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 327,524 shares
    • Kestra Advisory Services, LLC: 124,780 shares
    • Kestra Investment Management, LLC: 8,392 shares

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

  2. period ended2026-03-31
    13F 445,557 shares
    Change vs previous 13F +22,303 shares

    0.06% of the 13F portfolio, value $23,957,569.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 318,485 shares
    • Kestra Advisory Services, LLC: 122,701 shares
    • Kestra Investment Management, LLC: 4,371 shares

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

  3. period ended2025-12-31
    13F 423,254 shares
    Change vs previous 13F +141,163 shares

    0.06% of the 13F portfolio, value $22,885,334.

    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: 285,316 shares
    • Kestra Advisory Services, LLC: 128,967 shares
    • Kestra Investment Management, LLC: 8,971 shares

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

  4. period ended2025-09-30
    13F 282,091 shares
    Change vs previous 13F +23,856 shares

    0.05% of the 13F portfolio, value $15,278,062.

    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: 273,023 shares
    • Kestra Advisory Services, LLC: 9,068 shares

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

  5. period ended2025-06-30
    13F 258,235 shares
    Change vs previous 13F +68,725 shares

    0.05% of the 13F portfolio, value $13,838,835.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 252,157 shares
    • Kestra Advisory Services, LLC: 6,078 shares

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

  6. period ended2025-03-31
    13F 189,510 shares
    Change vs previous 13F +43,744 shares

    0.04% of the 13F portfolio, value $10,142,575.

    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: 185,014 shares
    • Kestra Advisory Services, LLC: 4,496 shares

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

  7. period ended2024-12-31
    13F 145,766 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,616,274.

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

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