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Disclosery

Steward Partners Investment Advisory, LLC: DEM position timeline

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

Steward Partners Investment Advisory, LLC held 83,108 DEM 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 83,108 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $4,470,367.

    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 83,494 shares
    Change vs previous 13F +1,732 shares

    0.02% of the 13F portfolio, value $4,148,835.

    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 81,762 shares
    Change vs previous 13F -384 shares

    0.02% of the 13F portfolio, value $3,819,120.

    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 82,146 shares
    Change vs previous 13F +1,401 shares

    0.02% of the 13F portfolio, value $3,777,910.

    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 80,745 shares
    Change vs previous 13F +172 shares

    0.03% of the 13F portfolio, value $3,656,938.

    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 80,573 shares
    Change vs previous 13F +4,326 shares

    0.03% of the 13F portfolio, value $3,390,505.

    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 76,247 shares
    Change vs previous 13F +2,560 shares

    0.03% of the 13F portfolio, value $3,087,246.

    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 73,687 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,242,983.

    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).