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Steward Partners Investment Advisory, LLC: FIDI position timeline

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

Steward Partners Investment Advisory, LLC held 18,183 FIDI 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 18,183 shares
    Change vs previous 13F +281 shares

    <0.01% of the 13F portfolio, value $497,670.

    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 17,902 shares
    Change vs previous 13F -1,409 shares

    <0.01% of the 13F portfolio, value $494,188.

    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 19,311 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $500,345.

    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 18,817 shares
    Change vs previous 13F +2,791 shares

    <0.01% of the 13F portfolio, value $460,391.

    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 16,026 shares
    Change vs previous 13F +1,001 shares

    <0.01% of the 13F portfolio, value $373,254.

    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 15,025 shares
    Change vs previous 13F +469 shares

    <0.01% of the 13F portfolio, value $322,128.

    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 14,556 shares
    Change vs previous 13F -804 shares

    <0.01% of the 13F portfolio, value $283,823.

    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 15,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $334,225.

    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).