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Kestra Advisory Services, LLC: JCI position timeline

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

Kestra Advisory Services, LLC held 128,625 JCI 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 128,625 shares
    Change vs previous 13F -5,597 shares

    0.04% of the 13F portfolio, value $18,793,412.

    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: 78,173 shares
    • Kestra Advisory Services, LLC: 47,210 shares
    • Kestra Investment Management, LLC: 3,242 shares

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

  2. period ended2026-03-31
    13F 134,222 shares
    Change vs previous 13F +3,380 shares

    0.04% of the 13F portfolio, value $17,576,485.

    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: 79,054 shares
    • Kestra Advisory Services, LLC: 49,762 shares
    • Kestra Investment Management, LLC: 5,406 shares

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

  3. period ended2025-12-31
    13F 130,842 shares
    Change vs previous 13F +15,164 shares

    0.04% of the 13F portfolio, value $15,668,259.

    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: 77,439 shares
    • Kestra Advisory Services, LLC: 48,312 shares
    • Kestra Investment Management, LLC: 5,091 shares

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

  4. period ended2025-09-30
    13F 115,678 shares
    Change vs previous 13F +10,911 shares

    0.04% of the 13F portfolio, value $12,720,606.

    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: 70,754 shares
    • Kestra Advisory Services, LLC: 40,248 shares
    • Kestra Investment Management, LLC: 4,676 shares

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

  5. period ended2025-06-30
    13F/A 104,767 shares
    Change vs previous 13F +4,711 shares

    0.04% of the 13F portfolio, value $11,065,504.

    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: 73,527 shares
    • Kestra Advisory Services, LLC: 26,962 shares
    • Kestra Investment Management, LLC: 4,278 shares

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

  6. period ended2025-03-31
    13F/A 100,056 shares
    Change vs previous 13F -4,465 shares

    0.03% of the 13F portfolio, value $8,015,487.

    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: 73,512 shares
    • Kestra Advisory Services, LLC: 25,223 shares
    • Kestra Investment Management, LLC: 1,321 shares

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

  7. period ended2024-12-31
    13F 104,521 shares
    Change vs previous 13F +12,527 shares

    0.03% of the 13F portfolio, value $8,249,843.

    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: 73,369 shares
    • Kestra Advisory Services, LLC: 24,713 shares
    • Kestra Investment Management, LLC: 6,439 shares

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

  8. period ended2024-09-30
    13F 91,994 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,139,675.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 66,225 shares
    • Kestra Advisory Services, LLC: 19,481 shares
    • Kestra Investment Management, LLC: 6,288 shares

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