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Steward Partners Investment Advisory, LLC: OPPJ position timeline

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

Steward Partners Investment Advisory, LLC held 41,861 OPPJ 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 41,861 shares
    Change vs previous 13F +1,766 shares

    0.01% of the 13F portfolio, value $2,413,917.

    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 40,095 shares
    Change vs previous 13F -113 shares

    0.01% of the 13F portfolio, value $2,179,585.

    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 40,208 shares
    Change vs previous 13F +38,862 shares

    0.01% of the 13F portfolio, value $1,865,625.

    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 1,346 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $56,066.

    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 1,622 shares
    Change vs previous 13F +1,356 shares

    <0.01% of the 13F portfolio, value $59,291.

    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 266 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,310.

    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 266 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,198.

    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 266 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,028.

    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).