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Kestra Advisory Services, LLC: JMTG position timeline

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

Kestra Advisory Services, LLC held 857,025 JMTG 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 857,025 shares
    Change vs previous 13F -172,825 shares

    0.11% of the 13F portfolio, value $43,434,028.

    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: 31,670 shares
    • Kestra Advisory Services, LLC: 825,355 shares

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

  2. period ended2026-03-31
    13F 1,029,850 shares
    Change vs previous 13F +98,166 shares

    0.15% of the 13F portfolio, value $52,522,365.

    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: 31,584 shares
    • Kestra Advisory Services, LLC: 998,266 shares

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

  3. period ended2025-12-31
    13F 931,684 shares
    Change vs previous 13F +98,105 shares

    0.15% of the 13F portfolio, value $47,571,744.

    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: 22,256 shares
    • Kestra Advisory Services, LLC: 909,428 shares

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

  4. period ended2025-09-30
    13F 833,579 shares
    Change vs previous 13F +46,241 shares

    0.19% of the 13F portfolio, value $42,512,507.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 833,579 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 787,338 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $39,516,494.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 786,926 shares
    • Kestra Investment Management, LLC: 412 shares

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