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Kestra Advisory Services, LLC: RJF position timeline

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

Kestra Advisory Services, LLC held 33,585 RJF 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 33,585 shares
    Change vs previous 13F +764 shares

    0.01% of the 13F portfolio, value $5,105,886.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,912 shares
    • Kestra Advisory Services, LLC: 30,673 shares

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

  2. period ended2026-03-31
    13F 32,821 shares
    Change vs previous 13F +4,913 shares

    0.01% of the 13F portfolio, value $4,752,156.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,887 shares
    • Kestra Advisory Services, LLC: 29,934 shares

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

  3. period ended2025-12-31
    13F 27,908 shares
    Change vs previous 13F +18,047 shares

    0.01% of the 13F portfolio, value $4,481,768.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,551 shares
    • Kestra Advisory Services, LLC: 25,357 shares

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

  4. period ended2025-09-30
    13F 9,861 shares
    Change vs previous 13F -3,003 shares

    0.01% of the 13F portfolio, value $1,701,941.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,770 shares
    • Kestra Advisory Services, LLC: 7,091 shares

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

  5. period ended2025-06-30
    13F/A 12,864 shares
    Change vs previous 13F -191 shares

    0.01% of the 13F portfolio, value $1,972,969.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,993 shares
    • Kestra Advisory Services, LLC: 9,871 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 13,055 shares
    Change vs previous 13F +5,420 shares

    0.01% of the 13F portfolio, value $1,813,471.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,966 shares
    • Kestra Advisory Services, LLC: 10,038 shares
    • Kestra Investment Management, LLC: 51 shares

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

  7. period ended2024-12-31
    13F 7,635 shares
    Change vs previous 13F -832 shares

    <0.01% of the 13F portfolio, value $1,185,962.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,212 shares
    • Kestra Advisory Services, LLC: 4,395 shares
    • Kestra Investment Management, LLC: 28 shares

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

  8. period ended2024-09-30
    13F 8,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,036,876.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,093 shares
    • Kestra Advisory Services, LLC: 5,374 shares

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