Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FIW position timeline

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

Steward Partners Investment Advisory, LLC held 15,797 FIW 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 15,797 shares
    Change vs previous 13F -27,804 shares

    0.01% of the 13F portfolio, value $1,730,124.

    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 43,601 shares
    Change vs previous 13F +10,058 shares

    0.02% of the 13F portfolio, value $4,496,609.

    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 33,543 shares
    Change vs previous 13F +829 shares

    0.02% of the 13F portfolio, value $3,644,151.

    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 32,714 shares
    Change vs previous 13F +975 shares

    0.02% of the 13F portfolio, value $3,675,461.

    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 31,739 shares
    Change vs previous 13F -2,012 shares

    0.03% of the 13F portfolio, value $3,427,150.

    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 33,751 shares
    Change vs previous 13F -1,037 shares

    0.03% of the 13F portfolio, value $3,399,032.

    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 34,788 shares
    Change vs previous 13F -3,882 shares

    0.03% of the 13F portfolio, value $3,550,083.

    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 38,670 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,227,753.

    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).