Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: COWS position timeline

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

Steward Partners Investment Advisory, LLC held 34,894 COWS 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 34,894 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $1,259,003.

    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 34,842 shares
    Change vs previous 13F -1,399 shares

    0.01% of the 13F portfolio, value $1,149,476.

    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 36,241 shares
    Change vs previous 13F +916 shares

    0.01% of the 13F portfolio, value $1,205,702.

    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 35,325 shares
    Change vs previous 13F +4,131 shares

    0.01% of the 13F portfolio, value $1,127,302.

    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 31,194 shares
    Change vs previous 13F +10,056 shares

    0.01% of the 13F portfolio, value $911,800.

    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 21,138 shares
    Change vs previous 13F +8,213 shares

    0.01% of the 13F portfolio, value $595,457.

    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 12,925 shares
    Change vs previous 13F +7,440 shares

    <0.01% of the 13F portfolio, value $381,434.

    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 5,485 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $162,850.

    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).