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Steward Partners Investment Advisory, LLC: AGNC position timeline

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

Steward Partners Investment Advisory, LLC held 185,677 AGNC 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 185,677 shares
    Change vs previous 13F -824 shares

    0.01% of the 13F portfolio, value $2,023,884.

    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 186,501 shares
    Change vs previous 13F +9,588 shares

    0.01% of the 13F portfolio, value $1,870,601.

    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 176,913 shares
    Change vs previous 13F -5,389 shares

    0.01% of the 13F portfolio, value $1,896,503.

    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 182,302 shares
    Change vs previous 13F +142,949 shares

    0.01% of the 13F portfolio, value $1,784,736.

    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 39,353 shares
    Change vs previous 13F -7,163 shares

    <0.01% of the 13F portfolio, value $361,657.

    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 46,516 shares
    Change vs previous 13F -10,091 shares

    <0.01% of the 13F portfolio, value $445,622.

    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 56,607 shares
    Change vs previous 13F +18,476 shares

    <0.01% of the 13F portfolio, value $521,350.

    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 38,131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,847.

    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).