Steward Partners Investment Advisory, LLC: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on DGS, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 94,814 DGS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 94,814 sharesChange vs previous 13F +298 shares
0.03% of the 13F portfolio, value $6,135,423.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 94,516 sharesChange vs previous 13F +1,728 shares
0.03% of the 13F portfolio, value $5,680,398.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,788 sharesChange vs previous 13F +1,183 shares
0.03% of the 13F portfolio, value $5,311,195.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 91,605 sharesChange vs previous 13F -3,815 shares
0.03% of the 13F portfolio, value $5,230,646.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 95,420 sharesChange vs previous 13F +1,586 shares
0.04% of the 13F portfolio, value $5,271,001.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 93,834 sharesChange vs previous 13F -9,299 shares
0.04% of the 13F portfolio, value $4,533,121.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 103,133 sharesChange vs previous 13F +1,352 shares
0.04% of the 13F portfolio, value $5,045,266.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 101,781 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $5,465,640.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).