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Steward Partners Investment Advisory, LLC: FDL position timeline

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

Steward Partners Investment Advisory, LLC held 314,308 FDL 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 314,308 shares
    Change vs previous 13F +12,047 shares

    0.08% of the 13F portfolio, value $15,294,237.

    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 302,261 shares
    Change vs previous 13F +127,276 shares

    0.08% of the 13F portfolio, value $15,354,842.

    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 174,985 shares
    Change vs previous 13F -2,331 shares

    0.04% of the 13F portfolio, value $7,758,826.

    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 177,316 shares
    Change vs previous 13F -4,164 shares

    0.04% of the 13F portfolio, value $7,697,278.

    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 181,480 shares
    Change vs previous 13F -33,789 shares

    0.06% of the 13F portfolio, value $7,598,546.

    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 215,269 shares
    Change vs previous 13F +9,046 shares

    0.08% of the 13F portfolio, value $9,351,302.

    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 206,223 shares
    Change vs previous 13F -23,143 shares

    0.07% of the 13F portfolio, value $8,302,550.

    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 229,366 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,621,922.

    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).