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Steward Partners Investment Advisory, LLC: DOW position timeline

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

Steward Partners Investment Advisory, LLC held 27,732 DOW 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 27,732 shares
    Change vs previous 13F -21,685 shares

    <0.01% of the 13F portfolio, value $758,757.

    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 49,417 shares
    Change vs previous 13F +10,257 shares

    0.01% of the 13F portfolio, value $2,058,259.

    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 39,160 shares
    Change vs previous 13F -4,311 shares

    0.01% of the 13F portfolio, value $915,565.

    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 43,471 shares
    Change vs previous 13F -16,961 shares

    0.01% of the 13F portfolio, value $996,800.

    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 60,432 shares
    Change vs previous 13F -6,405 shares

    0.01% of the 13F portfolio, value $1,600,256.

    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 66,837 shares
    Change vs previous 13F -1,586 shares

    0.02% of the 13F portfolio, value $2,333,967.

    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 68,423 shares
    Change vs previous 13F -10,787 shares

    0.02% of the 13F portfolio, value $2,745,834.

    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 79,210 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,327,239.

    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).