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Steward Partners Investment Advisory, LLC: AIPI position timeline

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

Steward Partners Investment Advisory, LLC held 13,063 AIPI 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 13,063 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $485,682.

    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 13,063 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $439,439.

    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 12,858 shares
    Change vs previous 13F -8,281 shares

    <0.01% of the 13F portfolio, value $514,963.

    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 21,139 shares
    Change vs previous 13F -10,372 shares

    0.01% of the 13F portfolio, value $888,878.

    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 31,511 shares
    Change vs previous 13F +5,368 shares

    0.01% of the 13F portfolio, value $1,365,372.

    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 26,143 shares
    Change vs previous 13F +14,915 shares

    0.01% of the 13F portfolio, value $1,051,733.

    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 11,228 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $550,172.

    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).