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Steward Partners Investment Advisory, LLC: ACGL position timeline

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

Steward Partners Investment Advisory, LLC held 6,700 ACGL 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 6,700 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $650,261.

    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 6,578 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $631,419.

    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 6,730 shares
    Change vs previous 13F -24,115 shares

    <0.01% of the 13F portfolio, value $645,563.

    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 30,845 shares
    Change vs previous 13F -3,999 shares

    0.02% of the 13F portfolio, value $2,798,612.

    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 34,844 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $3,172,591.

    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 34,987 shares
    Change vs previous 13F +3,158 shares

    0.03% of the 13F portfolio, value $3,365,097.

    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 31,829 shares
    Change vs previous 13F -21,012 shares

    0.03% of the 13F portfolio, value $2,939,454.

    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 52,841 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,911,851.

    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).