Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FEPI position timeline

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

Steward Partners Investment Advisory, LLC held 22,822 FEPI 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 22,822 shares
    Change vs previous 13F +5,199 shares

    0.01% of the 13F portfolio, value $984,085.

    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 17,623 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $699,104.

    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 17,301 shares
    Change vs previous 13F +10,729 shares

    <0.01% of the 13F portfolio, value $788,061.

    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 6,572 shares
    Change vs previous 13F -523 shares

    <0.01% of the 13F portfolio, value $307,898.

    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 7,095 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $322,964.

    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 7,928 shares
    Change vs previous 13F +1,974 shares

    <0.01% of the 13F portfolio, value $330,043.

    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 5,954 shares
    Change vs previous 13F +1,136 shares

    <0.01% of the 13F portfolio, value $295,616.

    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 4,818 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $247,067.

    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).