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Steward Partners Investment Advisory, LLC: DIA position timeline

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

Steward Partners Investment Advisory, LLC held 69,336 DIA 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 69,336 shares
    Change vs previous 13F +7,158 shares

    0.18% of the 13F portfolio, value $36,220,612.

    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 62,178 shares
    Change vs previous 13F +7,233 shares

    0.15% of the 13F portfolio, value $28,800,414.

    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 54,945 shares
    Change vs previous 13F -12,989 shares

    0.14% of the 13F portfolio, value $26,405,079.

    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 67,934 shares
    Change vs previous 13F +15,335 shares

    0.18% of the 13F portfolio, value $31,503,606.

    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 52,599 shares
    Change vs previous 13F +8,396 shares

    0.18% of the 13F portfolio, value $23,177,401.

    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 44,203 shares
    Change vs previous 13F -26,717 shares

    0.16% of the 13F portfolio, value $18,559,979.

    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 70,920 shares
    Change vs previous 13F +23,726 shares

    0.27% of the 13F portfolio, value $30,176,504.

    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 47,194 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $19,968,569.

    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).