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Steward Partners Investment Advisory, LLC: FDEC position timeline

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

Steward Partners Investment Advisory, LLC held 33,987 FDEC 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 33,987 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $1,851,180.

    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 34,694 shares
    Change vs previous 13F +1,102 shares

    0.01% of the 13F portfolio, value $1,724,986.

    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 33,592 shares
    Change vs previous 13F +1,877 shares

    0.01% of the 13F portfolio, value $1,719,333.

    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 31,715 shares
    Change vs previous 13F -579 shares

    0.01% of the 13F portfolio, value $1,561,647.

    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 32,294 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $1,507,048.

    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 29,594 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $1,284,504.

    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 29,744 shares
    Change vs previous 13F -234 shares

    0.01% of the 13F portfolio, value $1,325,839.

    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 29,978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,312,464.

    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).