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Steward Partners Investment Advisory, LLC: XJH position timeline

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

Steward Partners Investment Advisory, LLC held 24,054 XJH 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 24,054 shares
    Change vs previous 13F -1,429 shares

    0.01% of the 13F portfolio, value $1,254,442.

    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 25,483 shares
    Change vs previous 13F -409 shares

    0.01% of the 13F portfolio, value $1,156,169.

    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 25,892 shares
    Change vs previous 13F -4,266 shares

    0.01% of the 13F portfolio, value $1,156,091.

    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 30,158 shares
    Change vs previous 13F -613 shares

    0.01% of the 13F portfolio, value $1,322,429.

    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 30,771 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $1,276,997.

    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 30,090 shares
    Change vs previous 13F -24,092 shares

    0.01% of the 13F portfolio, value $1,175,633.

    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 54,182 shares
    Change vs previous 13F -3,864 shares

    0.02% of the 13F portfolio, value $2,266,754.

    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 58,046 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,454,674.

    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).