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Steward Partners Investment Advisory, LLC: EOI position timeline

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

Steward Partners Investment Advisory, LLC held 140,937 EOI 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 140,937 shares
    Change vs previous 13F +6,146 shares

    0.01% of the 13F portfolio, value $2,770,814.

    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 134,791 shares
    Change vs previous 13F +73,799 shares

    0.01% of the 13F portfolio, value $2,531,376.

    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 60,992 shares
    Change vs previous 13F -4,173 shares

    0.01% of the 13F portfolio, value $1,253,988.

    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 65,165 shares
    Change vs previous 13F -1,977 shares

    0.01% of the 13F portfolio, value $1,368,460.

    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 67,142 shares
    Change vs previous 13F -3,316 shares

    0.01% of the 13F portfolio, value $1,404,608.

    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 70,458 shares
    Change vs previous 13F -3,400 shares

    0.01% of the 13F portfolio, value $1,321,801.

    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 73,858 shares
    Change vs previous 13F -994 shares

    0.01% of the 13F portfolio, value $1,534,031.

    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 74,852 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,514,260.

    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).