Kestra Advisory Services, LLC: JMST position timeline

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

Kestra Advisory Services, LLC held 85,424 JMST 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 85,424 shares
Change vs previous 13F +253 shares
0.01% of the 13F portfolio, value $4,356,598.
13F-HR 0001830819-26-000007 filed by Kestra Advisory 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: 35,088 shares
- Kestra Advisory Services, LLC: 50,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 85,171 shares
Change vs previous 13F -911 shares
0.01% of the 13F portfolio, value $4,342,018.
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: 44,904 shares
- Kestra Advisory Services, LLC: 40,267 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 86,082 shares
Change vs previous 13F -86,050 shares
0.01% of the 13F portfolio, value $4,385,022.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 31,657 shares
- Kestra Advisory Services, LLC: 36,286 shares
- Kestra Investment Management, LLC: 18,139 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 172,132 shares
Change vs previous 13F +13,995 shares
0.03% of the 13F portfolio, value $8,785,606.
13F-HR 0001962449-25-000007 filed by Kestra Investment Management, 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: 30,541 shares
- Kestra Advisory Services, LLC: 41,375 shares
- Kestra Investment Management, LLC: 100,216 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 158,137 shares
Change vs previous 13F -28,937 shares
0.03% of the 13F portfolio, value $8,052,329.
13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,916 shares
- Kestra Advisory Services, LLC: 40,336 shares
- Kestra Investment Management, LLC: 95,885 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 187,074 shares
Change vs previous 13F +162,601 shares
0.03% of the 13F portfolio, value $9,512,713.
13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 19,209 shares
- Kestra Advisory Services, LLC: 24,504 shares
- Kestra Investment Management, LLC: 143,361 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 24,473 shares
Change vs previous 13F +8,621 shares
0.01% of the 13F portfolio, value $1,241,064.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Kestra Advisory Services, LLC: 19,834 shares
- Kestra Investment Management, LLC: 4,639 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 15,852 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $807,491.
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
Acceptance time not in the bulk data set (spec §4.2).