Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: ASA position timeline

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

Steward Partners Investment Advisory, LLC held 13,887 ASA 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 13,887 shares
    Change vs previous 13F -665 shares

    <0.01% of the 13F portfolio, value $722,679.

    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 14,552 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $902,661.

    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 14,245 shares
    Change vs previous 13F +6,131 shares

    <0.01% of the 13F portfolio, value $849,999.

    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 8,114 shares
    Change vs previous 13F +862 shares

    <0.01% of the 13F portfolio, value $371,621.

    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 7,252 shares
    Change vs previous 13F +4,272 shares

    <0.01% of the 13F portfolio, value $228,946.

    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 2,980 shares
    Change vs previous 13F +1,673 shares

    <0.01% of the 13F portfolio, value $89,817.

    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 1,307 shares
    Change vs previous 13F +764 shares

    <0.01% of the 13F portfolio, value $26,428.

    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 543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,284.

    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).