Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FHB position timeline

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

Steward Partners Investment Advisory, LLC held 9,664 FHB 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 9,664 shares
    Change vs previous 13F -317 shares

    <0.01% of the 13F portfolio, value $283,155.

    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 9,981 shares
    Change vs previous 13F +456 shares

    <0.01% of the 13F portfolio, value $245,932.

    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 9,525 shares
    Change vs previous 13F -1,278 shares

    <0.01% of the 13F portfolio, value $240,983.

    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 10,803 shares
    Change vs previous 13F -2,340 shares

    <0.01% of the 13F portfolio, value $268,238.

    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 13,143 shares
    Change vs previous 13F -3,535 shares

    <0.01% of the 13F portfolio, value $328,049.

    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 16,678 shares
    Change vs previous 13F +3,148 shares

    <0.01% of the 13F portfolio, value $407,610.

    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 13,530 shares
    Change vs previous 13F +6,366 shares

    <0.01% of the 13F portfolio, value $351,103.

    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 7,164 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $165,846.

    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).