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Steward Partners Investment Advisory, LLC: AVK position timeline

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

Steward Partners Investment Advisory, LLC held 248,369 AVK 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 248,369 shares
    Change vs previous 13F +21,557 shares

    0.02% of the 13F portfolio, value $3,253,637.

    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 226,812 shares
    Change vs previous 13F +8,953 shares

    0.01% of the 13F portfolio, value $2,531,226.

    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 217,859 shares
    Change vs previous 13F +24,825 shares

    0.01% of the 13F portfolio, value $2,731,958.

    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 193,034 shares
    Change vs previous 13F +59,373 shares

    0.01% of the 13F portfolio, value $2,468,900.

    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 133,661 shares
    Change vs previous 13F +46,135 shares

    0.01% of the 13F portfolio, value $1,618,635.

    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 87,526 shares
    Change vs previous 13F +64,797 shares

    0.01% of the 13F portfolio, value $1,009,172.

    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 22,729 shares
    Change vs previous 13F -1,350 shares

    <0.01% of the 13F portfolio, value $267,522.

    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 24,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $282,689.

    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).