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Steward Partners Investment Advisory, LLC: FDD position timeline

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

Steward Partners Investment Advisory, LLC held 166,357 FDD 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 166,357 shares
    Change vs previous 13F +1,510 shares

    0.02% of the 13F portfolio, value $3,085,920.

    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 164,847 shares
    Change vs previous 13F +1,083 shares

    0.01% of the 13F portfolio, value $2,935,924.

    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 163,764 shares
    Change vs previous 13F +3,076 shares

    0.02% of the 13F portfolio, value $2,865,867.

    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 160,688 shares
    Change vs previous 13F -3,971 shares

    0.01% of the 13F portfolio, value $2,595,116.

    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 164,659 shares
    Change vs previous 13F +160,125 shares

    0.02% of the 13F portfolio, value $2,558,796.

    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 4,534 shares
    Change vs previous 13F -15,774 shares

    <0.01% of the 13F portfolio, value $61,525.

    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 20,308 shares
    Change vs previous 13F +1,725 shares

    <0.01% of the 13F portfolio, value $228,598.

    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 18,583 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,543.

    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).