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Kestra Advisory Services, LLC: JULW position timeline

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

Kestra Advisory Services, LLC held 112,954 JULW 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 112,954 shares
    Change vs previous 13F -33,936 shares

    0.01% of the 13F portfolio, value $4,610,782.

    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 146,890 shares
    Change vs previous 13F +19,556 shares

    0.02% of the 13F portfolio, value $5,701,051.

    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 127,334 shares
    Change vs previous 13F +7,214 shares

    0.02% of the 13F portfolio, value $4,981,306.

    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 120,120 shares
    Change vs previous 13F -32,406 shares

    0.02% of the 13F portfolio, value $4,613,209.

    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 152,526 shares
    Change vs previous 13F +234 shares

    0.03% of the 13F portfolio, value $5,669,391.

    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 152,292 shares
    Change vs previous 13F -2,391 shares

    0.03% of the 13F portfolio, value $5,248,896.

    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 154,683 shares
    Change vs previous 13F +2,187 shares

    0.03% of the 13F portfolio, value $5,423,898.

    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 152,496 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,266,968.

    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).