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Steward Partners Investment Advisory, LLC: JCE position timeline

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

Steward Partners Investment Advisory, LLC held 91,508 JCE 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 91,508 shares
    Change vs previous 13F +730 shares

    0.01% of the 13F portfolio, value $1,497,071.

    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 90,778 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $1,341,699.

    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 90,678 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $1,445,407.

    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 90,727 shares
    Change vs previous 13F +1,308 shares

    0.01% of the 13F portfolio, value $1,427,136.

    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 89,419 shares
    Change vs previous 13F +4,942 shares

    0.01% of the 13F portfolio, value $1,385,995.

    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 84,477 shares
    Change vs previous 13F +784 shares

    0.01% of the 13F portfolio, value $1,232,519.

    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 83,693 shares
    Change vs previous 13F +13,550 shares

    0.01% of the 13F portfolio, value $1,330,719.

    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 70,143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,078,098.

    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).