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Steward Partners Investment Advisory, LLC: FISV position timeline

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

Steward Partners Investment Advisory, LLC held 18,720 FISV 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 18,720 shares
    Change vs previous 13F +8,307 shares

    <0.01% of the 13F portfolio, value $918,224.

    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 10,413 shares
    Change vs previous 13F -51,359 shares

    <0.01% of the 13F portfolio, value $581,031.

    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 61,772 shares
    Change vs previous 13F -33,012 shares

    0.02% of the 13F portfolio, value $4,149,208.

    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 94,784 shares
    Change vs previous 13F -20,386 shares

    0.07% of the 13F portfolio, value $12,220,469.

    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 115,170 shares
    Change vs previous 13F -6,020 shares

    0.16% of the 13F portfolio, value $19,856,417.

    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 121,190 shares
    Change vs previous 13F +595 shares

    0.24% of the 13F portfolio, value $26,762,388.

    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 120,595 shares
    Change vs previous 13F +1,443 shares

    0.22% of the 13F portfolio, value $24,772,625.

    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 119,152 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,405,657.

    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).