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Steward Partners Investment Advisory, LLC: FIXD position timeline

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

Steward Partners Investment Advisory, LLC held 500,399 FIXD 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 500,399 shares
    Change vs previous 13F +456,633 shares

    0.11% of the 13F portfolio, value $21,822,382.

    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 43,766 shares
    Change vs previous 13F -7,174 shares

    0.01% of the 13F portfolio, value $1,907,777.

    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 50,940 shares
    Change vs previous 13F -2,411 shares

    0.01% of the 13F portfolio, value $2,257,661.

    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 53,351 shares
    Change vs previous 13F +798 shares

    0.01% of the 13F portfolio, value $2,369,851.

    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 52,553 shares
    Change vs previous 13F -365,214 shares

    0.02% of the 13F portfolio, value $2,306,551.

    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 417,767 shares
    Change vs previous 13F -10,134 shares

    0.16% of the 13F portfolio, value $18,314,906.

    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 427,901 shares
    Change vs previous 13F -173,567 shares

    0.16% of the 13F portfolio, value $18,386,906.

    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 601,468 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $27,210,405.

    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).