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Steward Partners Investment Advisory, LLC: EAGG position timeline

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

Steward Partners Investment Advisory, LLC held 75,884 EAGG 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 75,884 shares
    Change vs previous 13F +12,560 shares

    0.02% of the 13F portfolio, value $3,597,650.

    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 63,324 shares
    Change vs previous 13F +4,637 shares

    0.02% of the 13F portfolio, value $3,011,051.

    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 58,687 shares
    Change vs previous 13F +3,109 shares

    0.02% of the 13F portfolio, value $2,808,181.

    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 55,578 shares
    Change vs previous 13F -2,294 shares

    0.02% of the 13F portfolio, value $2,669,398.

    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 57,872 shares
    Change vs previous 13F +1,453 shares

    0.02% of the 13F portfolio, value $2,751,241.

    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 56,419 shares
    Change vs previous 13F -20,832 shares

    0.02% of the 13F portfolio, value $2,678,763.

    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 77,251 shares
    Change vs previous 13F -6,187 shares

    0.03% of the 13F portfolio, value $3,587,550.

    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 83,438 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,054,265.

    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).