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Kestra Advisory Services, LLC: JHML position timeline

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

Kestra Advisory Services, LLC held 300,261 JHML 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 300,261 shares
    Change vs previous 13F -3,190 shares

    0.07% of the 13F portfolio, value $26,777,338.

    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: 3,200 shares
    • Kestra Advisory Services, LLC: 297,061 shares

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

  2. period ended2026-03-31
    13F 303,451 shares
    Change vs previous 13F +21,430 shares

    0.07% of the 13F portfolio, value $23,751,116.

    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: 3,469 shares
    • Kestra Advisory Services, LLC: 299,982 shares

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

  3. period ended2025-12-31
    13F 282,021 shares
    Change vs previous 13F +14,002 shares

    0.07% of the 13F portfolio, value $22,519,412.

    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: 3,364 shares
    • Kestra Advisory Services, LLC: 278,657 shares

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

  4. period ended2025-09-30
    13F 268,019 shares
    Change vs previous 13F -4,102 shares

    0.07% of the 13F portfolio, value $21,004,627.

    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: 3,345 shares
    • Kestra Advisory Services, LLC: 264,674 shares

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

  5. period ended2025-06-30
    13F 272,121 shares
    Change vs previous 13F +4,193 shares

    0.07% of the 13F portfolio, value $19,960,862.

    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: 3,345 shares
    • Kestra Advisory Services, LLC: 268,776 shares

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

  6. period ended2025-03-31
    13F 267,928 shares
    Change vs previous 13F +3,349 shares

    0.07% of the 13F portfolio, value $18,063,706.

    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: 3,328 shares
    • Kestra Advisory Services, LLC: 264,600 shares

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

  7. period ended2024-12-31
    13F 264,579 shares
    Change vs previous 13F +3,125 shares

    0.08% of the 13F portfolio, value $18,427,927.

    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: 3,328 shares
    • Kestra Advisory Services, LLC: 261,251 shares

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

  8. period ended2024-09-30
    13F 261,454 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,155,342.

    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: 3,305 shares
    • Kestra Advisory Services, LLC: 258,149 shares

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