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Steward Partners Investment Advisory, LLC: FESM position timeline

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

Steward Partners Investment Advisory, LLC held 69,758 FESM 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 69,758 shares
    Change vs previous 13F +1,391 shares

    0.02% of the 13F portfolio, value $3,368,614.

    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 68,367 shares
    Change vs previous 13F -1,292 shares

    0.01% of the 13F portfolio, value $2,597,929.

    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 69,659 shares
    Change vs previous 13F -1,712 shares

    0.01% of the 13F portfolio, value $2,631,722.

    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 71,371 shares
    Change vs previous 13F +6,541 shares

    0.01% of the 13F portfolio, value $2,609,328.

    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 64,830 shares
    Change vs previous 13F +9,079 shares

    0.02% of the 13F portfolio, value $2,073,926.

    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 55,751 shares
    Change vs previous 13F +54,752 shares

    0.01% of the 13F portfolio, value $1,643,546.

    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 999 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,318.

    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 999 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,143.

    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).