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Kestra Advisory Services, LLC: SCHJ position timeline

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

Kestra Advisory Services, LLC held 156,918 SCHJ 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 156,918 shares
    Change vs previous 13F -20,576 shares

    0.01% of the 13F portfolio, value $3,869,599.

    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 177,494 shares
    Change vs previous 13F -16,967 shares

    0.02% of the 13F portfolio, value $4,388,540.

    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 194,461 shares
    Change vs previous 13F -8,049 shares

    0.02% of the 13F portfolio, value $4,842,077.

    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 202,510 shares
    Change vs previous 13F +36,039 shares

    0.02% of the 13F portfolio, value $5,051,616.

    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 166,471 shares
    Change vs previous 13F +33,366 shares

    0.02% of the 13F portfolio, value $4,130,139.

    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 133,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,279,707.

    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).