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Steward Partners Investment Advisory, LLC: EJUL position timeline

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

Steward Partners Investment Advisory, LLC held 6,808 EJUL 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 6,808 shares
    Change vs previous 13F -1,400 shares

    <0.01% of the 13F portfolio, value $212,669.

    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 8,208 shares
    Change vs previous 13F -12,438 shares

    <0.01% of the 13F portfolio, value $245,305.

    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 20,646 shares
    Change vs previous 13F -257 shares

    <0.01% of the 13F portfolio, value $612,127.

    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 20,903 shares
    Change vs previous 13F +12,956 shares

    <0.01% of the 13F portfolio, value $604,916.

    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 7,947 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $219,972.

    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 7,522 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $190,034.

    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 7,522 shares
    Change vs previous 13F +3,222 shares

    <0.01% of the 13F portfolio, value $185,532.

    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 4,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,779.

    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).