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Steward Partners Investment Advisory, LLC: XBJA position timeline

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

Steward Partners Investment Advisory, LLC held 105,066 XBJA 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 105,066 shares
    Change vs previous 13F -1,548 shares

    0.02% of the 13F portfolio, value $3,551,757.

    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 106,614 shares
    Change vs previous 13F +1,269 shares

    0.02% of the 13F portfolio, value $3,334,885.

    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 105,345 shares
    Change vs previous 13F -11,537 shares

    0.02% of the 13F portfolio, value $3,367,900.

    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 116,882 shares
    Change vs previous 13F -4,920 shares

    0.02% of the 13F portfolio, value $3,657,460.

    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 121,802 shares
    Change vs previous 13F -24,720 shares

    0.03% of the 13F portfolio, value $3,671,113.

    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 146,522 shares
    Change vs previous 13F -21,519 shares

    0.04% of the 13F portfolio, value $4,136,317.

    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 168,041 shares
    Change vs previous 13F -688 shares

    0.04% of the 13F portfolio, value $4,834,539.

    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 168,729 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,781,780.

    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).