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Steward Partners Investment Advisory, LLC: ADP position timeline

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

Steward Partners Investment Advisory, LLC held 60,377 ADP 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 60,377 shares
    Change vs previous 13F -11,987 shares

    0.07% of the 13F portfolio, value $13,521,500.

    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 72,364 shares
    Change vs previous 13F -10,546 shares

    0.07% of the 13F portfolio, value $14,702,863.

    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 82,910 shares
    Change vs previous 13F +2,260 shares

    0.12% of the 13F portfolio, value $21,327,118.

    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 80,650 shares
    Change vs previous 13F +5,053 shares

    0.14% of the 13F portfolio, value $23,670,895.

    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 75,597 shares
    Change vs previous 13F +1,704 shares

    0.18% of the 13F portfolio, value $23,314,214.

    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 73,893 shares
    Change vs previous 13F -665 shares

    0.2% of the 13F portfolio, value $22,576,508.

    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 74,558 shares
    Change vs previous 13F +4,078 shares

    0.19% of the 13F portfolio, value $21,825,358.

    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 70,480 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,503,821.

    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).