Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: ARES position timeline

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

Steward Partners Investment Advisory, LLC held 50,933 ARES 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 50,933 shares
    Change vs previous 13F +1,239 shares

    0.03% of the 13F portfolio, value $5,669,326.

    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 49,694 shares
    Change vs previous 13F +2,057 shares

    0.03% of the 13F portfolio, value $5,421,610.

    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 47,637 shares
    Change vs previous 13F -2,474 shares

    0.04% of the 13F portfolio, value $7,699,598.

    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 50,111 shares
    Change vs previous 13F -4,079 shares

    0.05% of the 13F portfolio, value $8,012,232.

    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 54,190 shares
    Change vs previous 13F -536 shares

    0.07% of the 13F portfolio, value $9,385,794.

    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 54,726 shares
    Change vs previous 13F +350 shares

    0.07% of the 13F portfolio, value $8,023,354.

    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 54,376 shares
    Change vs previous 13F +860 shares

    0.09% of the 13F portfolio, value $9,626,216.

    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 53,516 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,339,889.

    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).