Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: DE position timeline

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

Steward Partners Investment Advisory, LLC held 22,184 DE 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 22,184 shares
    Change vs previous 13F +1,592 shares

    0.07% of the 13F portfolio, value $14,072,094.

    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 20,592 shares
    Change vs previous 13F -2,042 shares

    0.06% of the 13F portfolio, value $11,599,364.

    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 22,634 shares
    Change vs previous 13F +1,658 shares

    0.06% of the 13F portfolio, value $10,537,642.

    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 20,976 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $9,591,433.

    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 20,933 shares
    Change vs previous 13F -516 shares

    0.08% of the 13F portfolio, value $10,644,254.

    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 21,449 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $10,067,299.

    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 21,468 shares
    Change vs previous 13F -3,580 shares

    0.08% of the 13F portfolio, value $9,095,979.

    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 25,048 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,453,271.

    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).