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Steward Partners Investment Advisory, LLC: JPST position timeline

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

Steward Partners Investment Advisory, LLC held 132,222 JPST 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 132,222 shares
    Change vs previous 13F +13,413 shares

    0.03% of the 13F portfolio, value $6,686,468.

    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 118,809 shares
    Change vs previous 13F +21,555 shares

    0.03% of the 13F portfolio, value $6,012,906.

    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 97,254 shares
    Change vs previous 13F +15,572 shares

    0.03% of the 13F portfolio, value $4,920,082.

    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 81,682 shares
    Change vs previous 13F -1,051 shares

    0.02% of the 13F portfolio, value $4,143,756.

    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 82,733 shares
    Change vs previous 13F +15,156 shares

    0.03% of the 13F portfolio, value $4,192,921.

    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 67,577 shares
    Change vs previous 13F +4,115 shares

    0.03% of the 13F portfolio, value $3,421,433.

    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 63,462 shares
    Change vs previous 13F +5,872 shares

    0.03% of the 13F portfolio, value $3,196,562.

    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 57,590 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,922,102.

    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).