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Steward Partners Investment Advisory, LLC: FDN position timeline

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

Steward Partners Investment Advisory, LLC held 26,449 FDN 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 26,449 shares
    Change vs previous 13F +383 shares

    0.04% of the 13F portfolio, value $7,001,579.

    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 26,066 shares
    Change vs previous 13F +4,398 shares

    0.03% of the 13F portfolio, value $6,100,148.

    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 21,668 shares
    Change vs previous 13F -212 shares

    0.03% of the 13F portfolio, value $5,832,592.

    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 21,880 shares
    Change vs previous 13F +3,118 shares

    0.04% of the 13F portfolio, value $6,122,899.

    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 18,762 shares
    Change vs previous 13F -27 shares

    0.04% of the 13F portfolio, value $5,053,169.

    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 18,789 shares
    Change vs previous 13F +440 shares

    0.04% of the 13F portfolio, value $4,173,976.

    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 18,349 shares
    Change vs previous 13F -237 shares

    0.04% of the 13F portfolio, value $4,461,926.

    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 18,586 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,937,073.

    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).