Kestra Advisory Services, LLC: SJM position timeline

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

Kestra Advisory Services, LLC held 62,816 SJM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 62,816 shares
Change vs previous 13F +376 shares
0.02% of the 13F portfolio, value $7,066,755.
13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 33,615 shares
- Kestra Advisory Services, LLC: 29,201 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 62,440 shares
Change vs previous 13F +8,773 shares
0.02% of the 13F portfolio, value $6,021,732.
13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 31,440 shares
- Kestra Advisory Services, LLC: 31,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 53,667 shares
Change vs previous 13F +2,431 shares
0.02% of the 13F portfolio, value $5,249,107.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,925 shares
- Kestra Advisory Services, LLC: 23,742 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 51,236 shares
Change vs previous 13F +18,680 shares
0.02% of the 13F portfolio, value $5,564,189.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 28,008 shares
- Kestra Advisory Services, LLC: 23,228 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 32,556 shares
Change vs previous 13F +2,121 shares
0.01% of the 13F portfolio, value $3,196,991.
13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 27,006 shares
- Kestra Advisory Services, LLC: 5,456 shares
- Kestra Investment Management, LLC: 94 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 30,435 shares
Change vs previous 13F -112 shares
0.01% of the 13F portfolio, value $3,603,809.
13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,240 shares
- Kestra Advisory Services, LLC: 4,033 shares
- Kestra Investment Management, LLC: 162 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 30,547 shares
Change vs previous 13F +991 shares
0.01% of the 13F portfolio, value $3,363,836.
13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,708 shares
- Kestra Advisory Services, LLC: 4,839 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 29,556 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,579,181.
13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,816 shares
- Kestra Advisory Services, LLC: 5,740 shares
Acceptance time not in the bulk data set (spec §4.2).