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Steward Partners Investment Advisory, LLC: DFEV position timeline

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

Steward Partners Investment Advisory, LLC held 145,847 DFEV 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 145,847 shares
    Change vs previous 13F +34,357 shares

    0.03% of the 13F portfolio, value $6,222,871.

    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 111,490 shares
    Change vs previous 13F +6,476 shares

    0.02% of the 13F portfolio, value $3,989,106.

    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 105,014 shares
    Change vs previous 13F +22,611 shares

    0.02% of the 13F portfolio, value $3,543,160.

    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 82,403 shares
    Change vs previous 13F -367 shares

    0.02% of the 13F portfolio, value $2,627,844.

    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 82,770 shares
    Change vs previous 13F +18,948 shares

    0.02% of the 13F portfolio, value $2,482,266.

    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 63,822 shares
    Change vs previous 13F -10,195 shares

    0.02% of the 13F portfolio, value $1,726,384.

    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 74,017 shares
    Change vs previous 13F +1,277 shares

    0.02% of the 13F portfolio, value $1,939,973.

    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 72,740 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,070,175.

    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).