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Steward Partners Investment Advisory, LLC: D position timeline

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

Steward Partners Investment Advisory, LLC held 149,586 D 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 149,586 shares
    Change vs previous 13F +3,875 shares

    0.05% of the 13F portfolio, value $10,215,208.

    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 145,711 shares
    Change vs previous 13F -12,903 shares

    0.05% of the 13F portfolio, value $9,007,840.

    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 158,614 shares
    Change vs previous 13F +2,372 shares

    0.05% of the 13F portfolio, value $9,293,158.

    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 156,242 shares
    Change vs previous 13F +3,131 shares

    0.05% of the 13F portfolio, value $9,557,329.

    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 153,111 shares
    Change vs previous 13F +840 shares

    0.07% of the 13F portfolio, value $8,653,821.

    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 152,271 shares
    Change vs previous 13F +20,853 shares

    0.08% of the 13F portfolio, value $8,537,814.

    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 131,418 shares
    Change vs previous 13F -22,822 shares

    0.06% of the 13F portfolio, value $7,078,181.

    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 154,240 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,913,506.

    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).