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Steward Partners Investment Advisory, LLC: EXPE position timeline

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

Steward Partners Investment Advisory, LLC held 5,362 EXPE 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 5,362 shares
    Change vs previous 13F +1,694 shares

    0.01% of the 13F portfolio, value $1,372,028.

    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 3,668 shares
    Change vs previous 13F +242 shares

    <0.01% of the 13F portfolio, value $846,847.

    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 3,426 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $970,489.

    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 3,899 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $833,392.

    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 3,464 shares
    Change vs previous 13F +1,189 shares

    <0.01% of the 13F portfolio, value $584,307.

    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 2,275 shares
    Change vs previous 13F -1,668 shares

    <0.01% of the 13F portfolio, value $382,428.

    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 3,943 shares
    Change vs previous 13F +2,796 shares

    0.01% of the 13F portfolio, value $734,699.

    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 1,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $169,779.

    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).