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Steward Partners Investment Advisory, LLC: DIVB position timeline

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

Steward Partners Investment Advisory, LLC held 803,310 DIVB 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 803,310 shares
    Change vs previous 13F +34,754 shares

    0.25% of the 13F portfolio, value $49,483,913.

    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 768,556 shares
    Change vs previous 13F +84,726 shares

    0.21% of the 13F portfolio, value $41,463,597.

    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 683,830 shares
    Change vs previous 13F +11,997 shares

    0.2% of the 13F portfolio, value $36,345,552.

    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 671,833 shares
    Change vs previous 13F +41,533 shares

    0.2% of the 13F portfolio, value $35,103,269.

    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 630,300 shares
    Change vs previous 13F +219,781 shares

    0.25% of the 13F portfolio, value $31,716,697.

    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 410,519 shares
    Change vs previous 13F +34,332 shares

    0.18% of the 13F portfolio, value $19,918,390.

    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 376,187 shares
    Change vs previous 13F +12,782 shares

    0.16% of the 13F portfolio, value $17,831,252.

    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 363,405 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $17,606,957.

    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).