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Steward Partners Investment Advisory, LLC: JAAA position timeline

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

Steward Partners Investment Advisory, LLC held 227,376 JAAA 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 227,376 shares
    Change vs previous 13F +30,990 shares

    0.06% of the 13F portfolio, value $11,480,209.

    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 196,386 shares
    Change vs previous 13F -2,664 shares

    0.05% of the 13F portfolio, value $9,892,005.

    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 199,050 shares
    Change vs previous 13F -3,854 shares

    0.06% of the 13F portfolio, value $10,067,949.

    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 202,904 shares
    Change vs previous 13F -83,601 shares

    0.06% of the 13F portfolio, value $10,303,460.

    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 286,505 shares
    Change vs previous 13F +29,645 shares

    0.11% of the 13F portfolio, value $14,540,099.

    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 256,860 shares
    Change vs previous 13F +31,278 shares

    0.12% of the 13F portfolio, value $13,025,390.

    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 225,582 shares
    Change vs previous 13F +14,508 shares

    0.1% of the 13F portfolio, value $11,439,282.

    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 211,074 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,739,442.

    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).