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Kestra Advisory Services, LLC: JMBS position timeline

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

Kestra Advisory Services, LLC held 686,231 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 686,231 shares
    Change vs previous 13F -109,983 shares

    0.09% of the 13F portfolio, value $30,873,538.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 113,200 shares
    • Kestra Investment Management, LLC: 573,031 shares

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

  2. period ended2026-03-31
    13F 796,214 shares
    Change vs previous 13F +200,839 shares

    0.11% of the 13F portfolio, value $35,972,932.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 99,574 shares
    • Kestra Investment Management, LLC: 696,640 shares

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

  3. period ended2025-12-31
    13F 595,375 shares
    Change vs previous 13F +98,005 shares

    0.1% of the 13F portfolio, value $27,202,687.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 93,247 shares
    • Kestra Investment Management, LLC: 502,128 shares

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

  4. period ended2025-09-30
    13F 497,370 shares
    Change vs previous 13F +32,501 shares

    0.09% of the 13F portfolio, value $22,714,871.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 72,063 shares
    • Kestra Investment Management, LLC: 425,307 shares

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

  5. period ended2025-06-30
    13F/A 464,869 shares
    Change vs previous 13F -217,440 shares

    0.09% of the 13F portfolio, value $20,942,316.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 59,896 shares
    • Kestra Investment Management, LLC: 404,973 shares

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

  6. period ended2025-03-31
    13F/A 682,309 shares
    Change vs previous 13F +359,562 shares

    0.13% of the 13F portfolio, value $30,840,368.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 39,473 shares
    • Kestra Investment Management, LLC: 642,836 shares

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

  7. period ended2024-12-31
    13F 322,747 shares
    Change vs previous 13F +18,391 shares

    0.07% of the 13F portfolio, value $14,258,997.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 27,880 shares
    • Kestra Investment Management, LLC: 294,867 shares

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

  8. period ended2024-09-30
    13F 304,356 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $14,198,204.

    13F-HR 0001962449-24-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 16,297 shares
    • Kestra Investment Management, LLC: 288,059 shares

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