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Disclosery

Steward Partners Investment Advisory, LLC: IJJ position timeline

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

Steward Partners Investment Advisory, LLC held 104,147 IJJ 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 104,147 shares
    Change vs previous 13F -345 shares

    0.08% of the 13F portfolio, value $15,385,638.

    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 104,492 shares
    Change vs previous 13F +147 shares

    0.07% of the 13F portfolio, value $13,845,155.

    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 104,345 shares
    Change vs previous 13F -1,992 shares

    0.08% of the 13F portfolio, value $13,730,773.

    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 106,337 shares
    Change vs previous 13F -117 shares

    0.08% of the 13F portfolio, value $13,794,066.

    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 106,454 shares
    Change vs previous 13F -1,538 shares

    0.1% of the 13F portfolio, value $13,155,542.

    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 107,992 shares
    Change vs previous 13F -2,017 shares

    0.11% of the 13F portfolio, value $12,929,836.

    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 110,009 shares
    Change vs previous 13F -875 shares

    0.12% of the 13F portfolio, value $13,746,751.

    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 110,884 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,707,469.

    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).