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Steward Partners Investment Advisory, LLC: AHR position timeline

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

Steward Partners Investment Advisory, LLC held 22,655 AHR 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 22,655 shares
    Change vs previous 13F +360 shares

    0.01% of the 13F portfolio, value $1,181,458.

    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 22,295 shares
    Change vs previous 13F +3,593 shares

    0.01% of the 13F portfolio, value $1,051,432.

    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 18,702 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $880,116.

    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 19,702 shares
    Change vs previous 13F -4,566 shares

    <0.01% of the 13F portfolio, value $827,681.

    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 24,268 shares
    Change vs previous 13F -973 shares

    0.01% of the 13F portfolio, value $891,606.

    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 25,241 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $764,802.

    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 25,241 shares
    Change vs previous 13F +13,215 shares

    0.01% of the 13F portfolio, value $717,349.

    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 12,026 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $313,879.

    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).