Steward Partners Investment Advisory, LLC: EWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on EWI, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 151 EWI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 151 sharesChange vs previous 13F -40 shares
<0.01% of the 13F portfolio, value $8,945.
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 191 sharesChange vs previous 13F -88 shares
<0.01% of the 13F portfolio, value $10,203.
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 279 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $15,158.
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 279 sharesChange vs previous 13F -562 shares
<0.01% of the 13F portfolio, value $14,494.
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 841 sharesChange vs previous 13F -1,321 shares
<0.01% of the 13F portfolio, value $40,486.
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 2,162 sharesChange vs previous 13F +768 shares
<0.01% of the 13F portfolio, value $91,496.
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 1,394 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $50,142.
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).