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Kestra Advisory Services, LLC: PEJ position timeline

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

Kestra Advisory Services, LLC held 4,688 PEJ 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 4,688 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $312,107.

    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 5,085 shares
    Change vs previous 13F -4,592 shares

    <0.01% of the 13F portfolio, value $294,839.

    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 9,677 shares
    Change vs previous 13F -3,623 shares

    <0.01% of the 13F portfolio, value $593,482.

    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 13,300 shares
    Change vs previous 13F -795 shares

    <0.01% of the 13F portfolio, value $805,696.

    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 14,095 shares
    Change vs previous 13F +5,205 shares

    <0.01% of the 13F portfolio, value $802,028.

    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/A 8,890 shares
    Change vs previous 13F +2,794 shares

    <0.01% of the 13F portfolio, value $432,499.

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

    • Kestra Advisory Services, LLC: 8,890 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 6,096 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $318,211.

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

    • Kestra Advisory Services, LLC: 5,698 shares
    • Kestra Investment Management, LLC: 398 shares

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

  8. period ended2024-09-30
    13F 5,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $278,725.

    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).