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
- period ended2026-06-3013F 407,266 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 306,286 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 299,689 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 304,031 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 331,044 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 321,868 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 270,033 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 269,333 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).