Steward Partners Investment Advisory, LLC: ESPO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on ESPO, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 19,075 ESPO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 19,075 sharesChange vs previous 13F +4,396 shares
0.01% of the 13F portfolio, value $1,711,990.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,679 sharesChange vs previous 13F +4,030 shares
0.01% of the 13F portfolio, value $1,328,456.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,649 sharesChange vs previous 13F +3,349 shares
0.01% of the 13F portfolio, value $1,103,338.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,300 sharesChange vs previous 13F +5,237 shares
0.01% of the 13F portfolio, value $885,027.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,063 sharesChange vs previous 13F +427 shares
<0.01% of the 13F portfolio, value $226,003.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,636 sharesChange vs previous 13F +809 shares
<0.01% of the 13F portfolio, value $141,172.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 827 sharesChange vs previous 13F +620 shares
<0.01% of the 13F portfolio, value $68,955.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 207 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $15,749.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).