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Steward Partners Investment Advisory, LLC: RWJ position timeline

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

Steward Partners Investment Advisory, LLC held 46,711 RWJ 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 46,711 shares
    Change vs previous 13F -1,606 shares

    0.01% of the 13F portfolio, value $2,779,321.

    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 48,317 shares
    Change vs previous 13F +975 shares

    0.01% of the 13F portfolio, value $2,439,055.

    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 47,342 shares
    Change vs previous 13F -3,986 shares

    0.01% of the 13F portfolio, value $2,306,506.

    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 51,328 shares
    Change vs previous 13F -1,174 shares

    0.01% of the 13F portfolio, value $2,479,141.

    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 52,502 shares
    Change vs previous 13F +101 shares

    0.02% of the 13F portfolio, value $2,272,830.

    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 52,401 shares
    Change vs previous 13F -2,015 shares

    0.02% of the 13F portfolio, value $2,132,731.

    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 54,416 shares
    Change vs previous 13F -775 shares

    0.02% of the 13F portfolio, value $2,490,093.

    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 55,191 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,522,763.

    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).