Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FEZ position timeline

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

Steward Partners Investment Advisory, LLC held 19,242 FEZ 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 19,242 shares
    Change vs previous 13F -1,167 shares

    0.01% of the 13F portfolio, value $1,321,524.

    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 20,409 shares
    Change vs previous 13F +83 shares

    0.01% of the 13F portfolio, value $1,266,958.

    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 20,326 shares
    Change vs previous 13F -2,092 shares

    0.01% of the 13F portfolio, value $1,308,836.

    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 22,418 shares
    Change vs previous 13F +1,833 shares

    0.01% of the 13F portfolio, value $1,392,644.

    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 20,585 shares
    Change vs previous 13F -922 shares

    0.01% of the 13F portfolio, value $1,229,575.

    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 21,507 shares
    Change vs previous 13F +4,725 shares

    0.01% of the 13F portfolio, value $1,170,215.

    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 16,782 shares
    Change vs previous 13F +2,475 shares

    0.01% of the 13F portfolio, value $808,070.

    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 14,307 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $761,698.

    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).