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Steward Partners Investment Advisory, LLC: DIVO position timeline

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

Steward Partners Investment Advisory, LLC held 562,195 DIVO 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 562,195 shares
    Change vs previous 13F -51,116 shares

    0.13% of the 13F portfolio, value $25,692,309.

    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 613,311 shares
    Change vs previous 13F +27,255 shares

    0.14% of the 13F portfolio, value $27,506,984.

    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 586,056 shares
    Change vs previous 13F +25,502 shares

    0.14% of the 13F portfolio, value $26,079,506.

    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 560,554 shares
    Change vs previous 13F -330,362 shares

    0.14% of the 13F portfolio, value $24,983,911.

    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 890,916 shares
    Change vs previous 13F +96,131 shares

    0.3% of the 13F portfolio, value $37,908,491.

    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 794,785 shares
    Change vs previous 13F +132,064 shares

    0.29% of the 13F portfolio, value $32,403,399.

    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 662,721 shares
    Change vs previous 13F +10,615 shares

    0.24% of the 13F portfolio, value $26,826,945.

    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 652,106 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $26,860,230.

    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).