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Kestra Advisory Services, LLC: JHMB position timeline

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

Kestra Advisory Services, LLC held 223,128 JHMB 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 223,128 shares
    Change vs previous 13F -44,382 shares

    0.02% of the 13F portfolio, value $4,896,549.

    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 267,510 shares
    Change vs previous 13F -336,720 shares

    0.02% of the 13F portfolio, value $5,888,743.

    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 604,230 shares
    Change vs previous 13F +56,262 shares

    0.06% of the 13F portfolio, value $13,389,727.

    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 547,968 shares
    Change vs previous 13F +25,942 shares

    0.06% of the 13F portfolio, value $12,126,532.

    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 522,026 shares
    Change vs previous 13F +61,182 shares

    0.06% of the 13F portfolio, value $11,415,449.

    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 460,844 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,087,875.

    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).