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Disclosery

Steward Partners Investment Advisory, LLC: DIV position timeline

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

Steward Partners Investment Advisory, LLC held 50,971 DIV 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 50,971 shares
    Change vs previous 13F -7,354 shares

    <0.01% of the 13F portfolio, value $970,990.

    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 58,325 shares
    Change vs previous 13F +2,295 shares

    0.01% of the 13F portfolio, value $1,102,333.

    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 56,030 shares
    Change vs previous 13F +5,883 shares

    0.01% of the 13F portfolio, value $970,431.

    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 50,147 shares
    Change vs previous 13F +16,739 shares

    0.01% of the 13F portfolio, value $887,091.

    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 33,408 shares
    Change vs previous 13F +3,824 shares

    <0.01% of the 13F portfolio, value $587,304.

    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 29,584 shares
    Change vs previous 13F +4,428 shares

    <0.01% of the 13F portfolio, value $557,353.

    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 25,156 shares
    Change vs previous 13F +1,696 shares

    <0.01% of the 13F portfolio, value $453,574.

    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 23,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,458.

    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).