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Kestra Advisory Services, LLC: JHMM position timeline

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

Kestra Advisory Services, LLC held 218,054 JHMM 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 218,054 shares
    Change vs previous 13F -38,950 shares

    0.04% of the 13F portfolio, value $16,345,327.

    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: 87,187 shares
    • Kestra Advisory Services, LLC: 130,867 shares

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

  2. period ended2026-03-31
    13F 257,004 shares
    Change vs previous 13F +28,650 shares

    0.05% of the 13F portfolio, value $17,250,108.

    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: 93,471 shares
    • Kestra Advisory Services, LLC: 163,533 shares

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

  3. period ended2025-12-31
    13F 228,354 shares
    Change vs previous 13F -4,519 shares

    0.05% of the 13F portfolio, value $14,952,618.

    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: 93,987 shares
    • Kestra Advisory Services, LLC: 134,367 shares

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

  4. period ended2025-09-30
    13F 232,873 shares
    Change vs previous 13F +5,394 shares

    0.05% of the 13F portfolio, value $15,064,576.

    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: 97,630 shares
    • Kestra Advisory Services, LLC: 135,243 shares

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

  5. period ended2025-06-30
    13F 227,479 shares
    Change vs previous 13F +32,939 shares

    0.05% of the 13F portfolio, value $13,905,796.

    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: 102,866 shares
    • Kestra Advisory Services, LLC: 124,613 shares

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

  6. period ended2025-03-31
    13F 194,540 shares
    Change vs previous 13F +7,105 shares

    0.04% of the 13F portfolio, value $11,147,142.

    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: 86,711 shares
    • Kestra Advisory Services, LLC: 107,829 shares

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

  7. period ended2024-12-31
    13F 187,435 shares
    Change vs previous 13F +58,881 shares

    0.05% of the 13F portfolio, value $11,195,492.

    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: 81,592 shares
    • Kestra Advisory Services, LLC: 105,843 shares

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

  8. period ended2024-09-30
    13F 128,554 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,738,977.

    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: 29,347 shares
    • Kestra Advisory Services, LLC: 99,207 shares

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