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Kestra Advisory Services, LLC: RWJ position timeline

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

Kestra Advisory Services, LLC held 27,620 RWJ 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 27,620 shares
    Change vs previous 13F -2,421 shares

    <0.01% of the 13F portfolio, value $1,643,359.

    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: 4,315 shares
    • Kestra Advisory Services, LLC: 23,305 shares

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

  2. period ended2026-03-31
    13F 30,041 shares
    Change vs previous 13F -1,052 shares

    <0.01% of the 13F portfolio, value $1,516,477.

    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: 5,575 shares
    • Kestra Advisory Services, LLC: 24,466 shares

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

  3. period ended2025-12-31
    13F 31,093 shares
    Change vs previous 13F -3,172 shares

    <0.01% of the 13F portfolio, value $1,514,865.

    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: 5,367 shares
    • Kestra Advisory Services, LLC: 25,726 shares

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

  4. period ended2025-09-30
    13F 34,265 shares
    Change vs previous 13F -4,574 shares

    0.01% of the 13F portfolio, value $1,654,996.

    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: 5,083 shares
    • Kestra Advisory Services, LLC: 29,182 shares

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

  5. period ended2025-06-30
    13F 38,839 shares
    Change vs previous 13F -231 shares

    0.01% of the 13F portfolio, value $1,681,349.

    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: 4,644 shares
    • Kestra Advisory Services, LLC: 34,195 shares

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

  6. period ended2025-03-31
    13F 39,070 shares
    Change vs previous 13F -5,161 shares

    0.01% of the 13F portfolio, value $1,590,149.

    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 44,231 shares
    Change vs previous 13F -18,851 shares

    0.01% of the 13F portfolio, value $2,024,011.

    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 63,082 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,883,489.

    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).