Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: DTD position timeline

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

Steward Partners Investment Advisory, LLC held 53,214 DTD 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 53,214 shares
    Change vs previous 13F +749 shares

    0.03% of the 13F portfolio, value $4,962,027.

    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 52,465 shares
    Change vs previous 13F +2,155 shares

    0.02% of the 13F portfolio, value $4,530,884.

    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 50,310 shares
    Change vs previous 13F +218 shares

    0.02% of the 13F portfolio, value $4,270,321.

    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 50,092 shares
    Change vs previous 13F +534 shares

    0.02% of the 13F portfolio, value $4,207,688.

    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 49,558 shares
    Change vs previous 13F +134 shares

    0.03% of the 13F portfolio, value $3,940,844.

    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 49,424 shares
    Change vs previous 13F +135 shares

    0.03% of the 13F portfolio, value $3,803,214.

    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 49,289 shares
    Change vs previous 13F +598 shares

    0.03% of the 13F portfolio, value $3,739,196.

    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 48,691 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,733,548.

    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).