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Steward Partners Investment Advisory, LLC: BDJ position timeline

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

Steward Partners Investment Advisory, LLC held 428,587 BDJ 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 428,587 shares
    Change vs previous 13F +24,768 shares

    0.02% of the 13F portfolio, value $4,101,574.

    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 403,819 shares
    Change vs previous 13F +131,980 shares

    0.02% of the 13F portfolio, value $3,480,924.

    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 271,839 shares
    Change vs previous 13F -4,532 shares

    0.01% of the 13F portfolio, value $2,577,032.

    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 276,371 shares
    Change vs previous 13F +1,667 shares

    0.01% of the 13F portfolio, value $2,517,744.

    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 274,704 shares
    Change vs previous 13F +20,610 shares

    0.02% of the 13F portfolio, value $2,442,121.

    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 254,094 shares
    Change vs previous 13F -1,851 shares

    0.02% of the 13F portfolio, value $2,185,207.

    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 255,945 shares
    Change vs previous 13F +5,008 shares

    0.02% of the 13F portfolio, value $2,119,227.

    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 250,937 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,170,608.

    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).