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Steward Partners Investment Advisory, LLC: DFSD position timeline

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

Steward Partners Investment Advisory, LLC held 223,962 DFSD 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 223,962 shares
    Change vs previous 13F -25,582 shares

    0.05% of the 13F portfolio, value $10,694,186.

    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 249,544 shares
    Change vs previous 13F +25,264 shares

    0.06% of the 13F portfolio, value $11,948,167.

    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 224,280 shares
    Change vs previous 13F +10,820 shares

    0.06% of the 13F portfolio, value $10,754,226.

    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 213,460 shares
    Change vs previous 13F +24,470 shares

    0.06% of the 13F portfolio, value $10,286,637.

    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 188,990 shares
    Change vs previous 13F +20,062 shares

    0.07% of the 13F portfolio, value $9,073,410.

    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 168,928 shares
    Change vs previous 13F -840 shares

    0.07% of the 13F portfolio, value $8,027,459.

    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 169,768 shares
    Change vs previous 13F +32,138 shares

    0.07% of the 13F portfolio, value $7,958,724.

    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 137,630 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,570,456.

    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).