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Steward Partners Investment Advisory, LLC: DJT position timeline

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

Steward Partners Investment Advisory, LLC held 2,203 DJT 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 2,203 shares
    Change vs previous 13F -332 shares

    <0.01% of the 13F portfolio, value $17,051.

    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 2,535 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $23,525.

    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 2,630 shares
    Change vs previous 13F -2,648 shares

    <0.01% of the 13F portfolio, value $34,821.

    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 5,278 shares
    Change vs previous 13F -511 shares

    <0.01% of the 13F portfolio, value $86,665.

    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 5,789 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $104,434.

    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 5,762 shares
    Change vs previous 13F +1,047 shares

    <0.01% of the 13F portfolio, value $112,589.

    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 4,715 shares
    Change vs previous 13F +2,495 shares

    <0.01% of the 13F portfolio, value $160,782.

    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 2,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,675.

    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).