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Steward Partners Investment Advisory, LLC: DDIV position timeline

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

Steward Partners Investment Advisory, LLC held 64,046 DDIV 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 64,046 shares
    Change vs previous 13F +1,485 shares

    0.01% of the 13F portfolio, value $2,887,802.

    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 62,561 shares
    Change vs previous 13F +1,277 shares

    0.01% of the 13F portfolio, value $2,530,186.

    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 61,284 shares
    Change vs previous 13F -1,470 shares

    0.01% of the 13F portfolio, value $2,545,731.

    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 62,754 shares
    Change vs previous 13F -460 shares

    0.01% of the 13F portfolio, value $2,522,215.

    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 63,214 shares
    Change vs previous 13F +2,154 shares

    0.02% of the 13F portfolio, value $2,414,775.

    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 61,060 shares
    Change vs previous 13F -46,459 shares

    0.02% of the 13F portfolio, value $2,306,236.

    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 107,519 shares
    Change vs previous 13F +230 shares

    0.04% of the 13F portfolio, value $4,060,971.

    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 107,289 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,945,017.

    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).