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Steward Partners Investment Advisory, LLC: F position timeline

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

Steward Partners Investment Advisory, LLC held 171,549 F 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 171,549 shares
    Change vs previous 13F +40,450 shares

    0.01% of the 13F portfolio, value $2,384,533.

    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 131,099 shares
    Change vs previous 13F -4,556 shares

    0.01% of the 13F portfolio, value $1,512,891.

    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 135,655 shares
    Change vs previous 13F -13,772 shares

    0.01% of the 13F portfolio, value $1,779,797.

    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 149,427 shares
    Change vs previous 13F -5,454 shares

    0.01% of the 13F portfolio, value $1,787,142.

    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 154,881 shares
    Change vs previous 13F -3,001 shares

    0.01% of the 13F portfolio, value $1,680,457.

    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 157,882 shares
    Change vs previous 13F -5,685 shares

    0.01% of the 13F portfolio, value $1,583,551.

    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 163,567 shares
    Change vs previous 13F -29,744 shares

    0.01% of the 13F portfolio, value $1,619,309.

    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 193,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,041,360.

    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).