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Steward Partners Investment Advisory, LLC: MUJ position timeline

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

Steward Partners Investment Advisory, LLC held 44,714 MUJ 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 44,714 shares
    Change vs previous 13F -8,903 shares

    <0.01% of the 13F portfolio, value $550,431.

    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 53,617 shares
    Change vs previous 13F +345 shares

    <0.01% of the 13F portfolio, value $620,353.

    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 53,272 shares
    Change vs previous 13F +3,267 shares

    <0.01% of the 13F portfolio, value $633,933.

    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 50,005 shares
    Change vs previous 13F +233 shares

    <0.01% of the 13F portfolio, value $579,555.

    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 49,772 shares
    Change vs previous 13F -2,698 shares

    <0.01% of the 13F portfolio, value $545,009.

    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 52,470 shares
    Change vs previous 13F +5,174 shares

    0.01% of the 13F portfolio, value $590,282.

    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 47,296 shares
    Change vs previous 13F +8,832 shares

    <0.01% of the 13F portfolio, value $523,568.

    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 38,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $466,568.

    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).