Kestra Advisory Services, LLC: JIRE position timeline

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

Kestra Advisory Services, LLC held 68,803 JIRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 68,803 shares
Change vs previous 13F +29 shares
0.01% of the 13F portfolio, value $5,675,579.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,800 shares
- Kestra Advisory Services, LLC: 33,003 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 68,774 shares
Change vs previous 13F +10,121 shares
0.01% of the 13F portfolio, value $5,208,928.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,099 shares
- Kestra Advisory Services, LLC: 29,056 shares
- Kestra Investment Management, LLC: 3,619 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 58,653 shares
Change vs previous 13F +4,130 shares
0.01% of the 13F portfolio, value $4,391,960.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 36,708 shares
- Kestra Advisory Services, LLC: 21,945 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 54,523 shares
Change vs previous 13F +6,402 shares
0.01% of the 13F portfolio, value $4,009,677.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,987 shares
- Kestra Advisory Services, LLC: 18,536 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 48,121 shares
Change vs previous 13F +7,130 shares
0.01% of the 13F portfolio, value $3,405,528.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 31,791 shares
- Kestra Advisory Services, LLC: 16,330 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 40,991 shares
Change vs previous 13F -5,923 shares
0.01% of the 13F portfolio, value $2,611,946.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,892 shares
- Kestra Advisory Services, LLC: 11,099 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 46,914 shares
Change vs previous 13F +29,489 shares
0.01% of the 13F portfolio, value $2,744,938.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 32,075 shares
- Kestra Advisory Services, LLC: 14,839 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 17,425 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,150,584.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 3,036 shares
- Kestra Advisory Services, LLC: 14,389 shares
Acceptance time not in the bulk data set (spec §4.2).