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Steward Partners Investment Advisory, LLC: APD position timeline

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

Steward Partners Investment Advisory, LLC held 92,874 APD 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 92,874 shares
    Change vs previous 13F +925 shares

    0.14% of the 13F portfolio, value $27,228,713.

    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 91,949 shares
    Change vs previous 13F +11,678 shares

    0.14% of the 13F portfolio, value $26,710,209.

    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 80,271 shares
    Change vs previous 13F -336 shares

    0.11% of the 13F portfolio, value $19,828,657.

    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 80,607 shares
    Change vs previous 13F -15,639 shares

    0.13% of the 13F portfolio, value $21,983,238.

    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 96,246 shares
    Change vs previous 13F +4,368 shares

    0.21% of the 13F portfolio, value $27,147,104.

    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 91,878 shares
    Change vs previous 13F +6,395 shares

    0.24% of the 13F portfolio, value $27,096,657.

    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 85,483 shares
    Change vs previous 13F +3,990 shares

    0.22% of the 13F portfolio, value $24,793,570.

    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 81,493 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,263,714.

    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).