Steward Partners Investment Advisory, LLC: IXJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on IXJ, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 11,917 IXJ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,917 sharesChange vs previous 13F +3,754 shares
0.01% of the 13F portfolio, value $1,172,443.
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 8,163 sharesChange vs previous 13F -9,697 shares
<0.01% of the 13F portfolio, value $763,545.
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 17,860 sharesChange vs previous 13F +1,069 shares
0.01% of the 13F portfolio, value $1,739,525.
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 16,791 sharesChange vs previous 13F +11,136 shares
0.01% of the 13F portfolio, value $1,488,018.
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 5,655 sharesChange vs previous 13F +282 shares
<0.01% of the 13F portfolio, value $486,839.
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 5,373 sharesChange vs previous 13F +205 shares
<0.01% of the 13F portfolio, value $490,018.
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 5,168 sharesChange vs previous 13F -187 shares
<0.01% of the 13F portfolio, value $444,293.
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 5,355 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $525,647.
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).