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Kestra Advisory Services, LLC: XJUL position timeline

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

Kestra Advisory Services, LLC held 51,373 XJUL 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 51,373 shares
    Change vs previous 13F -6,510 shares

    0.01% of the 13F portfolio, value $2,091,652.

    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 57,883 shares
    Change vs previous 13F +7,464 shares

    0.01% of the 13F portfolio, value $2,251,197.

    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 50,419 shares
    Change vs previous 13F -2,568 shares

    0.01% of the 13F portfolio, value $1,970,712.

    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 52,987 shares
    Change vs previous 13F +2,514 shares

    0.01% of the 13F portfolio, value $2,032,846.

    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 50,473 shares
    Change vs previous 13F -7,526 shares

    0.01% of the 13F portfolio, value $1,875,577.

    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 57,999 shares
    Change vs previous 13F -90,520 shares

    0.01% of the 13F portfolio, value $2,047,945.

    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 148,519 shares
    Change vs previous 13F -4,366 shares

    0.03% of the 13F portfolio, value $5,268,073.

    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 152,885 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,341,343.

    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).