Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: AJG position timeline

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

Steward Partners Investment Advisory, LLC held 17,813 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,813 shares
    Change vs previous 13F +10,718 shares

    0.02% of the 13F portfolio, value $4,089,430.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 7,095 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $1,536,823.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 7,424 shares
    Change vs previous 13F +993 shares

    0.01% of the 13F portfolio, value $1,921,200.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 6,431 shares
    Change vs previous 13F +1,132 shares

    0.01% of the 13F portfolio, value $1,992,050.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 5,299 shares
    Change vs previous 13F +1,152 shares

    0.01% of the 13F portfolio, value $1,696,268.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 4,147 shares
    Change vs previous 13F +946 shares

    0.01% of the 13F portfolio, value $1,431,631.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 3,201 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $908,738.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 3,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $900,465.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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