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Kestra Advisory Services, LLC: JMEE position timeline

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

Kestra Advisory Services, LLC held 162,192 JMEE 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 162,192 shares
    Change vs previous 13F +54,771 shares

    0.03% of the 13F portfolio, value $12,655,782.

    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: 5,829 shares
    • Kestra Advisory Services, LLC: 156,363 shares

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

  2. period ended2026-03-31
    13F 107,421 shares
    Change vs previous 13F +2,160 shares

    0.02% of the 13F portfolio, value $7,172,453.

    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: 5,841 shares
    • Kestra Advisory Services, LLC: 101,580 shares

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

  3. period ended2025-12-31
    13F 105,261 shares
    Change vs previous 13F +4,951 shares

    0.02% of the 13F portfolio, value $6,776,698.

    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: 6,115 shares
    • Kestra Advisory Services, LLC: 99,146 shares

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

  4. period ended2025-09-30
    13F 100,310 shares
    Change vs previous 13F -14,618 shares

    0.02% of the 13F portfolio, value $6,362,699.

    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: 7,454 shares
    • Kestra Advisory Services, LLC: 92,856 shares

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

  5. period ended2025-06-30
    13F 114,928 shares
    Change vs previous 13F +18,578 shares

    0.02% of the 13F portfolio, value $6,804,866.

    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: 18,097 shares
    • Kestra Advisory Services, LLC: 96,831 shares

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

  6. period ended2025-03-31
    13F 96,350 shares
    Change vs previous 13F +25,207 shares

    0.02% of the 13F portfolio, value $6,651,352.

    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: 15,626 shares
    • Kestra Advisory Services, LLC: 80,724 shares

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

  7. period ended2024-12-31
    13F 71,143 shares
    Change vs previous 13F +13,513 shares

    0.02% of the 13F portfolio, value $4,302,017.

    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: 7,503 shares
    • Kestra Advisory Services, LLC: 63,640 shares

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

  8. period ended2024-09-30
    13F 57,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,513,112.

    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: 7,601 shares
    • Kestra Advisory Services, LLC: 50,029 shares

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