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Disclosery

Steward Partners Investment Advisory, LLC: EW position timeline

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

Steward Partners Investment Advisory, LLC held 206,571 EW 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 206,571 shares
    Change vs previous 13F +33,630 shares

    0.1% of the 13F portfolio, value $18,686,389.

    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 172,941 shares
    Change vs previous 13F +87,993 shares

    0.07% of the 13F portfolio, value $13,849,115.

    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 84,948 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $7,241,818.

    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 84,871 shares
    Change vs previous 13F -2,772 shares

    0.04% of the 13F portfolio, value $6,600,417.

    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 87,643 shares
    Change vs previous 13F +5,746 shares

    0.05% of the 13F portfolio, value $6,854,558.

    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 81,897 shares
    Change vs previous 13F -18,400 shares

    0.05% of the 13F portfolio, value $5,935,895.

    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 100,297 shares
    Change vs previous 13F -4,810 shares

    0.07% of the 13F portfolio, value $7,424,987.

    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 105,107 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,936,011.

    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).