Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: IJH position timeline

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

Steward Partners Investment Advisory, LLC held 1,385,892 IJH 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 1,385,892 shares
    Change vs previous 13F -1,666,271 shares

    0.55% of the 13F portfolio, value $106,866,153.

    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 3,052,163 shares
    Change vs previous 13F -27,358 shares

    1.05% of the 13F portfolio, value $206,112,565.

    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 3,079,521 shares
    Change vs previous 13F +174,722 shares

    1.11% of the 13F portfolio, value $203,248,354.

    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 2,904,799 shares
    Change vs previous 13F +1,697,094 shares

    1.09% of the 13F portfolio, value $189,567,180.

    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 1,207,705 shares
    Change vs previous 13F -439,426 shares

    0.59% of the 13F portfolio, value $74,901,909.

    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 1,647,131 shares
    Change vs previous 13F +51,138 shares

    0.85% of the 13F portfolio, value $96,110,103.

    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 1,595,993 shares
    Change vs previous 13F +61,001 shares

    0.88% of the 13F portfolio, value $99,446,327.

    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 1,534,992 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $95,660,674.

    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).