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Steward Partners Investment Advisory, LLC: IJR position timeline

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

Steward Partners Investment Advisory, LLC held 909,263 IJR 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 909,263 shares
    Change vs previous 13F -694,002 shares

    0.69% of the 13F portfolio, value $134,852,857.

    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 1,603,265 shares
    Change vs previous 13F +15,906 shares

    1.02% of the 13F portfolio, value $199,301,910.

    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 1,587,359 shares
    Change vs previous 13F +55,333 shares

    1.05% of the 13F portfolio, value $190,768,843.

    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 1,532,026 shares
    Change vs previous 13F +827,232 shares

    1.04% of the 13F portfolio, value $182,050,694.

    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 704,794 shares
    Change vs previous 13F +58,040 shares

    0.6% of the 13F portfolio, value $77,027,089.

    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 646,754 shares
    Change vs previous 13F +36,444 shares

    0.6% of the 13F portfolio, value $67,631,127.

    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 610,310 shares
    Change vs previous 13F +24,125 shares

    0.62% of the 13F portfolio, value $70,319,945.

    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 586,185 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $68,560,286.

    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).