Steward Partners Investment Advisory, LLC: ATI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on ATI, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 23,704 ATI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 23,704 sharesChange vs previous 13F +3,863 shares
0.02% of the 13F portfolio, value $4,672,058.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,841 sharesChange vs previous 13F +15,050 shares
0.01% of the 13F portfolio, value $2,886,071.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,791 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $549,816.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,791 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $389,700.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,797 sharesChange vs previous 13F -587 shares
<0.01% of the 13F portfolio, value $414,173.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,384 sharesChange vs previous 13F +4,778 shares
<0.01% of the 13F portfolio, value $280,129.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 606 sharesChange vs previous 13F -18 shares
<0.01% of the 13F portfolio, value $33,354.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 624 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $41,752.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).