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Kestra Advisory Services, LLC: JULU position timeline

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

Kestra Advisory Services, LLC held 19,068 JULU 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 19,068 shares
    Change vs previous 13F -331 shares

    <0.01% of the 13F portfolio, value $611,848.

    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 19,399 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $553,841.

    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 19,077 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $566,778.

    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 19,286 shares
    Change vs previous 13F -210 shares

    <0.01% of the 13F portfolio, value $564,308.

    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 19,496 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $536,877.

    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 19,124 shares
    Change vs previous 13F +813 shares

    <0.01% of the 13F portfolio, value $487,853.

    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 18,311 shares
    Change vs previous 13F -3,196 shares

    <0.01% of the 13F portfolio, value $484,916.

    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 21,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $562,126.

    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).