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Kestra Advisory Services, LLC: MAXJ position timeline

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

Kestra Advisory Services, LLC held 30,451 MAXJ 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 30,451 shares
    Change vs previous 13F -3,403 shares

    <0.01% of the 13F portfolio, value $887,045.

    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 33,854 shares
    Change vs previous 13F -1,411 shares

    <0.01% of the 13F portfolio, value $953,308.

    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 35,265 shares
    Change vs previous 13F -7,491 shares

    <0.01% of the 13F portfolio, value $994,273.

    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 42,756 shares
    Change vs previous 13F +16,643 shares

    0.01% of the 13F portfolio, value $1,199,289.

    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 26,113 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $718,382.

    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 26,213 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $676,033.

    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 25,904 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $677,014.

    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 25,904 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $673,245.

    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).