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Steward Partners Investment Advisory, LLC: EZU position timeline

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

Steward Partners Investment Advisory, LLC held 10,594 EZU 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 10,594 shares
    Change vs previous 13F -4,951 shares

    <0.01% of the 13F portfolio, value $736,285.

    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 15,545 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $973,748.

    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 15,571 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $998,111.

    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 15,422 shares
    Change vs previous 13F -7,497 shares

    0.01% of the 13F portfolio, value $955,239.

    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 22,919 shares
    Change vs previous 13F -76,376 shares

    0.01% of the 13F portfolio, value $1,362,535.

    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 99,295 shares
    Change vs previous 13F +94,358 shares

    0.05% of the 13F portfolio, value $5,287,459.

    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 4,937 shares
    Change vs previous 13F -124 shares

    <0.01% of the 13F portfolio, value $233,026.

    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 5,061 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,336.

    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).