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Steward Partners Investment Advisory, LLC: JHMB position timeline

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

Steward Partners Investment Advisory, LLC held 3,414 JHMB 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 3,414 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $74,920.

    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 3,436 shares
    Change vs previous 13F -9,979 shares

    <0.01% of the 13F portfolio, value $75,637.

    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 13,415 shares
    Change vs previous 13F +1,819 shares

    <0.01% of the 13F portfolio, value $297,276.

    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 11,596 shares
    Change vs previous 13F +2,346 shares

    <0.01% of the 13F portfolio, value $256,619.

    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 9,250 shares
    Change vs previous 13F -6,033 shares

    <0.01% of the 13F portfolio, value $202,275.

    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 15,283 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $334,545.

    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).