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Steward Partners Investment Advisory, LLC: JBL position timeline

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

Steward Partners Investment Advisory, LLC held 32,598 JBL 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 32,598 shares
    Change vs previous 13F -12,343 shares

    0.06% of the 13F portfolio, value $12,565,968.

    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 44,941 shares
    Change vs previous 13F +6,779 shares

    0.06% of the 13F portfolio, value $11,937,573.

    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 38,162 shares
    Change vs previous 13F +744 shares

    0.05% of the 13F portfolio, value $8,701,748.

    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 37,418 shares
    Change vs previous 13F -4,319 shares

    0.05% of the 13F portfolio, value $8,126,028.

    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 41,737 shares
    Change vs previous 13F +163 shares

    0.07% of the 13F portfolio, value $9,102,672.

    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 41,574 shares
    Change vs previous 13F -598 shares

    0.05% of the 13F portfolio, value $5,656,919.

    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 42,172 shares
    Change vs previous 13F +1,022 shares

    0.05% of the 13F portfolio, value $6,068,678.

    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 41,150 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,931,023.

    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).