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Steward Partners Investment Advisory, LLC: DFIV position timeline

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

Steward Partners Investment Advisory, LLC held 162,189 DFIV 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 162,189 shares
    Change vs previous 13F +7,252 shares

    0.04% of the 13F portfolio, value $8,761,453.

    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 154,937 shares
    Change vs previous 13F +10,713 shares

    0.04% of the 13F portfolio, value $8,177,578.

    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 144,224 shares
    Change vs previous 13F +7,618 shares

    0.04% of the 13F portfolio, value $7,196,780.

    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 136,606 shares
    Change vs previous 13F +3,402 shares

    0.04% of the 13F portfolio, value $6,300,276.

    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 133,204 shares
    Change vs previous 13F +7,591 shares

    0.04% of the 13F portfolio, value $5,705,133.

    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 125,613 shares
    Change vs previous 13F +8,493 shares

    0.04% of the 13F portfolio, value $4,944,138.

    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 117,120 shares
    Change vs previous 13F +7,870 shares

    0.04% of the 13F portfolio, value $4,155,428.

    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 109,250 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,160,222.

    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).