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Kestra Advisory Services, LLC: JKHY position timeline

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

Kestra Advisory Services, LLC held 1,538 JKHY 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 1,538 shares
    Change vs previous 13F +271 shares

    <0.01% of the 13F portfolio, value $211,837.

    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: 0 shares
    • Kestra Advisory Services, LLC: 1,538 shares

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

  2. period ended2026-03-31
    13F 1,267 shares
    Change vs previous 13F -7,481 shares

    <0.01% of the 13F portfolio, value $200,193.

    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: 1,267 shares
    • Kestra Advisory Services, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 8,748 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $1,596,499.

    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: 6,096 shares
    • Kestra Advisory Services, LLC: 2,652 shares

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

  4. period ended2025-09-30
    13F 8,410 shares
    Change vs previous 13F -381 shares

    <0.01% of the 13F portfolio, value $1,252,496.

    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: 4,652 shares
    • Kestra Advisory Services, LLC: 3,758 shares

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

  5. period ended2025-06-30
    13F/A 8,791 shares
    Change vs previous 13F +831 shares

    0.01% of the 13F portfolio, value $1,583,873.

    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: 4,595 shares
    • Kestra Advisory Services, LLC: 4,196 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 7,960 shares
    Change vs previous 13F -2,870 shares

    <0.01% of the 13F portfolio, value $1,453,496.

    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: 4,100 shares
    • Kestra Advisory Services, LLC: 3,539 shares
    • Kestra Investment Management, LLC: 321 shares

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

  7. period ended2024-12-31
    13F 10,830 shares
    Change vs previous 13F -463 shares

    0.01% of the 13F portfolio, value $1,898,499.

    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: 4,068 shares
    • Kestra Advisory Services, LLC: 6,762 shares

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

  8. period ended2024-09-30
    13F 11,293 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,993,725.

    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: 4,121 shares
    • Kestra Advisory Services, LLC: 7,172 shares

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