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STUART INVESTMENT ADVISORS, INC.: RJF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STUART INVESTMENT ADVISORS, INC. on RJF, newest first. How the timeline and the estimate are built.

STUART INVESTMENT ADVISORS, INC. held 19,115 RJF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,115 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $2,906,053.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, INC.
    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 19,115 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $2,767,661.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, INC.
    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 19,115 shares
    Change vs previous 13F -9,360 shares

    2.77% of the 13F portfolio, value $3,069,678.

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, INC.
    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 28,475 shares
    Change vs previous 13F 0 shares

    4.62% of the 13F portfolio, value $4,914,785.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, INC.
    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 28,475 shares
    Change vs previous 13F 0 shares

    2.24% of the 13F portfolio, value $4,367,211.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, INC.
    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 28,475 shares
    Change vs previous 13F 0 shares

    2.23% of the 13F portfolio, value $3,955,462.

    13F-HR 0001951757-25-000432 filed by STUART INVESTMENT ADVISORS, INC.
    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 28,475 shares
    Change vs previous 13F -1,675 shares

    2.36% of the 13F portfolio, value $4,423,022.

    13F-HR 0001951757-25-000220 filed by STUART INVESTMENT ADVISORS, INC.
    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/A 30,150 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $3,692,169.

    13F-HR/A 0001951757-24-001084 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).