Steward Partners Investment Advisory, LLC: JMST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on JMST, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 31,856 JMST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 31,856 sharesChange vs previous 13F -2,263 shares
0.01% of the 13F portfolio, value $1,624,644.
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 34,119 sharesChange vs previous 13F +8,234 shares
0.01% of the 13F portfolio, value $1,739,362.
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 25,885 sharesChange vs previous 13F -1,612 shares
0.01% of the 13F portfolio, value $1,318,582.
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 27,497 sharesChange vs previous 13F +240 shares
0.01% of the 13F portfolio, value $1,403,447.
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 27,257 sharesChange vs previous 13F +6,971 shares
0.01% of the 13F portfolio, value $1,387,926.
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 20,286 sharesChange vs previous 13F +3,500 shares
0.01% of the 13F portfolio, value $1,031,543.
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 16,786 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $851,218.
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 16,786 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $855,079.
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).