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Steward Partners Investment Advisory, LLC: FHLC position timeline

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

Steward Partners Investment Advisory, LLC held 107,226 FHLC 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 107,226 shares
    Change vs previous 13F +956 shares

    0.04% of the 13F portfolio, value $8,283,236.

    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 106,270 shares
    Change vs previous 13F +2,540 shares

    0.04% of the 13F portfolio, value $7,477,166.

    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 103,730 shares
    Change vs previous 13F -2,411 shares

    0.04% of the 13F portfolio, value $7,705,067.

    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 106,141 shares
    Change vs previous 13F +30,550 shares

    0.04% of the 13F portfolio, value $7,097,652.

    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 75,591 shares
    Change vs previous 13F +4,712 shares

    0.04% of the 13F portfolio, value $4,834,034.

    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 70,879 shares
    Change vs previous 13F +2,338 shares

    0.04% of the 13F portfolio, value $4,842,453.

    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 68,541 shares
    Change vs previous 13F +5,327 shares

    0.04% of the 13F portfolio, value $4,479,162.

    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 63,214 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,602,004.

    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).