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Steward Partners Investment Advisory, LLC: ESGU position timeline

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

Steward Partners Investment Advisory, LLC held 29,580 ESGU 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 29,580 shares
    Change vs previous 13F +597 shares

    0.02% of the 13F portfolio, value $4,841,361.

    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 28,983 shares
    Change vs previous 13F +358 shares

    0.02% of the 13F portfolio, value $4,098,766.

    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 28,625 shares
    Change vs previous 13F -1,114 shares

    0.02% of the 13F portfolio, value $4,264,563.

    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 29,739 shares
    Change vs previous 13F +4,866 shares

    0.02% of the 13F portfolio, value $4,329,934.

    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 24,873 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $3,365,303.

    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 25,098 shares
    Change vs previous 13F +3,306 shares

    0.03% of the 13F portfolio, value $3,059,704.

    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 21,792 shares
    Change vs previous 13F +3,258 shares

    0.02% of the 13F portfolio, value $2,807,210.

    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 18,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,338,579.

    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).