Steward Partners Investment Advisory, LLC: EWP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on EWP, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 210 EWP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 210 sharesChange vs previous 13F -56 shares
<0.01% of the 13F portfolio, value $12,472.
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 266 sharesChange vs previous 13F -106 shares
<0.01% of the 13F portfolio, value $14,446.
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 372 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $20,055.
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 372 sharesChange vs previous 13F -619 shares
<0.01% of the 13F portfolio, value $18,414.
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 991 sharesChange vs previous 13F -1,572 shares
<0.01% of the 13F portfolio, value $43,634.
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 2,563 sharesChange vs previous 13F +610 shares
<0.01% of the 13F portfolio, value $97,548.
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 1,953 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $60,641.
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).