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Steward Partners Investment Advisory, LLC: FENY position timeline

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

Steward Partners Investment Advisory, LLC held 157,926 FENY 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 157,926 shares
    Change vs previous 13F +28,023 shares

    0.02% of the 13F portfolio, value $4,668,300.

    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 129,903 shares
    Change vs previous 13F +11,987 shares

    0.02% of the 13F portfolio, value $4,419,299.

    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 117,916 shares
    Change vs previous 13F -319 shares

    0.02% of the 13F portfolio, value $2,920,772.

    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 118,235 shares
    Change vs previous 13F +9,210 shares

    0.02% of the 13F portfolio, value $2,922,762.

    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 109,025 shares
    Change vs previous 13F +92,791 shares

    0.02% of the 13F portfolio, value $2,556,644.

    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 16,234 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $414,779.

    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 16,616 shares
    Change vs previous 13F -1,895 shares

    <0.01% of the 13F portfolio, value $396,125.

    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 18,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $445,745.

    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).