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Kestra Advisory Services, LLC: NJR position timeline

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

Kestra Advisory Services, LLC held 40,608 NJR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,608 shares
    Change vs previous 13F +18,826 shares

    0.01% of the 13F portfolio, value $2,275,677.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,631 shares
    • Kestra Investment Management, LLC: 35,977 shares

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

  2. period ended2026-03-31
    13F 21,782 shares
    Change vs previous 13F -5,163 shares

    <0.01% of the 13F portfolio, value $1,200,460.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,414 shares
    • Kestra Investment Management, LLC: 17,368 shares

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

  3. period ended2025-12-31
    13F 26,945 shares
    Change vs previous 13F +1,783 shares

    <0.01% of the 13F portfolio, value $1,242,685.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,988 shares
    • Kestra Investment Management, LLC: 21,957 shares

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

  4. period ended2025-09-30
    13F 25,162 shares
    Change vs previous 13F -6,536 shares

    <0.01% of the 13F portfolio, value $1,211,545.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,282 shares
    • Kestra Investment Management, LLC: 20,880 shares

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

  5. period ended2025-06-30
    13F/A 31,698 shares
    Change vs previous 13F +9,588 shares

    0.01% of the 13F portfolio, value $1,420,704.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,817 shares
    • Kestra Investment Management, LLC: 24,881 shares

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

  6. period ended2025-03-31
    13F/A 22,110 shares
    Change vs previous 13F +5,017 shares

    <0.01% of the 13F portfolio, value $1,084,750.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,537 shares
    • Kestra Investment Management, LLC: 15,573 shares

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

  7. period ended2024-12-31
    13F 17,093 shares
    Change vs previous 13F +11,135 shares

    <0.01% of the 13F portfolio, value $797,381.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,441 shares
    • Kestra Investment Management, LLC: 10,652 shares

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

  8. period ended2024-09-30
    13F 5,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,194.

    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).