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Steward Partners Investment Advisory, LLC: DES position timeline

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

Steward Partners Investment Advisory, LLC held 86,110 DES 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 86,110 shares
    Change vs previous 13F -6,251 shares

    0.02% of the 13F portfolio, value $3,502,947.

    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 92,361 shares
    Change vs previous 13F +17,043 shares

    0.02% of the 13F portfolio, value $3,319,455.

    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 75,318 shares
    Change vs previous 13F -16,761 shares

    0.01% of the 13F portfolio, value $2,519,387.

    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 92,079 shares
    Change vs previous 13F +5,910 shares

    0.02% of the 13F portfolio, value $3,101,222.

    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 86,169 shares
    Change vs previous 13F +22,449 shares

    0.02% of the 13F portfolio, value $2,736,714.

    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 63,720 shares
    Change vs previous 13F +12,570 shares

    0.02% of the 13F portfolio, value $2,036,477.

    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 51,150 shares
    Change vs previous 13F +4,696 shares

    0.02% of the 13F portfolio, value $1,757,003.

    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 46,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,602,198.

    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).