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Steward Partners Investment Advisory, LLC: IJK position timeline

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

Steward Partners Investment Advisory, LLC held 407,266 IJK 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 407,266 shares
    Change vs previous 13F +100,980 shares

    0.24% of the 13F portfolio, value $47,853,789.

    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 306,286 shares
    Change vs previous 13F +6,597 shares

    0.16% of the 13F portfolio, value $30,818,538.

    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 299,689 shares
    Change vs previous 13F -4,342 shares

    0.16% of the 13F portfolio, value $29,033,871.

    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 304,031 shares
    Change vs previous 13F -27,013 shares

    0.17% of the 13F portfolio, value $29,153,485.

    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 331,044 shares
    Change vs previous 13F +9,176 shares

    0.24% of the 13F portfolio, value $30,118,360.

    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 321,868 shares
    Change vs previous 13F +51,835 shares

    0.24% of the 13F portfolio, value $26,805,140.

    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 270,033 shares
    Change vs previous 13F +700 shares

    0.22% of the 13F portfolio, value $24,554,123.

    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 269,333 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $24,759,761.

    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).