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Steward Partners Investment Advisory, LLC: COP position timeline

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

Steward Partners Investment Advisory, LLC held 150,553 COP 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 150,553 shares
    Change vs previous 13F -2,400 shares

    0.08% of the 13F portfolio, value $15,651,503.

    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 152,953 shares
    Change vs previous 13F +6,802 shares

    0.1% of the 13F portfolio, value $20,189,751.

    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 146,151 shares
    Change vs previous 13F +3,085 shares

    0.08% of the 13F portfolio, value $13,681,183.

    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 143,066 shares
    Change vs previous 13F +11,481 shares

    0.08% of the 13F portfolio, value $13,532,574.

    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 131,585 shares
    Change vs previous 13F +3,511 shares

    0.09% of the 13F portfolio, value $11,808,426.

    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 128,074 shares
    Change vs previous 13F +9,787 shares

    0.12% of the 13F portfolio, value $13,450,288.

    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 118,287 shares
    Change vs previous 13F +43,932 shares

    0.1% of the 13F portfolio, value $11,730,476.

    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 74,355 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,828,134.

    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).