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Steward Partners Investment Advisory, LLC: DDWM position timeline

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

Steward Partners Investment Advisory, LLC held 704,543 DDWM 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 704,543 shares
    Change vs previous 13F +3,804 shares

    0.17% of the 13F portfolio, value $32,535,783.

    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 700,739 shares
    Change vs previous 13F +59,233 shares

    0.16% of the 13F portfolio, value $30,909,577.

    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 641,506 shares
    Change vs previous 13F +124,049 shares

    0.15% of the 13F portfolio, value $27,931,187.

    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 517,457 shares
    Change vs previous 13F +30,933 shares

    0.12% of the 13F portfolio, value $21,629,700.

    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 486,524 shares
    Change vs previous 13F +20,003 shares

    0.15% of the 13F portfolio, value $19,295,539.

    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 466,521 shares
    Change vs previous 13F +56,404 shares

    0.15% of the 13F portfolio, value $17,163,309.

    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 410,117 shares
    Change vs previous 13F +13,011 shares

    0.13% of the 13F portfolio, value $14,099,831.

    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 397,106 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,240,236.

    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).