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Steward Partners Investment Advisory, LLC: ADI position timeline

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

Steward Partners Investment Advisory, LLC held 151,450 ADI 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 151,450 shares
    Change vs previous 13F +5,055 shares

    0.31% of the 13F portfolio, value $60,151,492.

    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 146,395 shares
    Change vs previous 13F +20,600 shares

    0.24% of the 13F portfolio, value $46,574,207.

    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 125,795 shares
    Change vs previous 13F +6,419 shares

    0.19% of the 13F portfolio, value $34,115,555.

    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 119,376 shares
    Change vs previous 13F +12,084 shares

    0.17% of the 13F portfolio, value $29,331,070.

    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 107,292 shares
    Change vs previous 13F +5,452 shares

    0.2% of the 13F portfolio, value $25,537,494.

    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 101,840 shares
    Change vs previous 13F +9,708 shares

    0.18% of the 13F portfolio, value $20,538,002.

    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 92,132 shares
    Change vs previous 13F +6,678 shares

    0.17% of the 13F portfolio, value $19,574,369.

    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 85,454 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,668,847.

    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).