Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FIS position timeline

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

Steward Partners Investment Advisory, LLC held 146,073 FIS 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 146,073 shares
    Change vs previous 13F -38,025 shares

    0.03% of the 13F portfolio, value $5,679,332.

    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 184,098 shares
    Change vs previous 13F +64,111 shares

    0.04% of the 13F portfolio, value $8,636,069.

    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 119,987 shares
    Change vs previous 13F -9,388 shares

    0.04% of the 13F portfolio, value $7,974,354.

    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 129,375 shares
    Change vs previous 13F -33,473 shares

    0.05% of the 13F portfolio, value $8,531,009.

    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 162,848 shares
    Change vs previous 13F +9,529 shares

    0.1% of the 13F portfolio, value $13,257,440.

    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 153,319 shares
    Change vs previous 13F +13,789 shares

    0.1% of the 13F portfolio, value $11,449,845.

    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 139,530 shares
    Change vs previous 13F +14,763 shares

    0.1% of the 13F portfolio, value $11,269,878.

    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 124,767 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,449,240.

    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).