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Steward Partners Investment Advisory, LLC: EFAA position timeline

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

Steward Partners Investment Advisory, LLC held 188,181 EFAA 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 188,181 shares
    Change vs previous 13F +21,846 shares

    0.05% of the 13F portfolio, value $10,492,957.

    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 166,335 shares
    Change vs previous 13F +33,715 shares

    0.04% of the 13F portfolio, value $8,772,503.

    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 132,620 shares
    Change vs previous 13F +33,043 shares

    0.04% of the 13F portfolio, value $7,168,101.

    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 99,577 shares
    Change vs previous 13F +82,500 shares

    0.03% of the 13F portfolio, value $5,264,636.

    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 17,077 shares
    Change vs previous 13F +245 shares

    0.01% of the 13F portfolio, value $880,832.

    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 16,832 shares
    Change vs previous 13F +3,786 shares

    0.01% of the 13F portfolio, value $820,308.

    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 13,046 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $609,873.

    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).