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Steward Partners Investment Advisory, LLC: DRI position timeline

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

Steward Partners Investment Advisory, LLC held 91,590 DRI 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 91,590 shares
    Change vs previous 13F +971 shares

    0.1% of the 13F portfolio, value $18,868,525.

    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 90,619 shares
    Change vs previous 13F +26,462 shares

    0.09% of the 13F portfolio, value $17,764,936.

    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 64,157 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $11,806,289.

    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 64,100 shares
    Change vs previous 13F -156,901 shares

    0.07% of the 13F portfolio, value $12,202,134.

    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 221,001 shares
    Change vs previous 13F +3,294 shares

    0.38% of the 13F portfolio, value $48,171,334.

    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 217,707 shares
    Change vs previous 13F +5,573 shares

    0.4% of the 13F portfolio, value $45,230,907.

    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 212,134 shares
    Change vs previous 13F +5,090 shares

    0.35% of the 13F portfolio, value $39,603,362.

    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 207,044 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $33,982,135.

    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).