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Steward Partners Investment Advisory, LLC: DFUS position timeline

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

Steward Partners Investment Advisory, LLC held 8,285 DFUS 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 8,285 shares
    Change vs previous 13F +1,124 shares

    <0.01% of the 13F portfolio, value $678,864.

    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 7,161 shares
    Change vs previous 13F -9,117 shares

    <0.01% of the 13F portfolio, value $507,793.

    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 16,278 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $1,207,368.

    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 16,394 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $1,187,578.

    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 16,571 shares
    Change vs previous 13F -5,184 shares

    0.01% of the 13F portfolio, value $1,110,585.

    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 21,755 shares
    Change vs previous 13F +4,988 shares

    0.01% of the 13F portfolio, value $1,315,739.

    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 16,767 shares
    Change vs previous 13F +565 shares

    0.01% of the 13F portfolio, value $1,068,897.

    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 16,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,007,764.

    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).