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Kestra Advisory Services, LLC: JPIE position timeline

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

Kestra Advisory Services, LLC held 392,373 JPIE 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 392,373 shares
    Change vs previous 13F +78,723 shares

    0.06% of the 13F portfolio, value $18,068,771.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 313,650 shares
    Change vs previous 13F +195,290 shares

    0.05% of the 13F portfolio, value $14,449,871.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 118,360 shares
    Change vs previous 13F +8,489 shares

    0.02% of the 13F portfolio, value $5,478,872.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 109,871 shares
    Change vs previous 13F +58,457 shares

    0.02% of the 13F portfolio, value $5,099,106.

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

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

  5. period ended2025-06-30
    13F 51,414 shares
    Change vs previous 13F +11,544 shares

    0.01% of the 13F portfolio, value $2,381,508.

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

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

  6. period ended2025-03-31
    13F 39,870 shares
    Change vs previous 13F +4,896 shares

    0.01% of the 13F portfolio, value $1,836,811.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,974 shares
    Change vs previous 13F +19,255 shares

    0.01% of the 13F portfolio, value $1,595,514.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,719 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $729,222.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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