Steward Partners Investment Advisory, LLC: FLMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on FLMI, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 180,942 FLMI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 180,942 sharesChange vs previous 13F +30,797 shares
0.02% of the 13F portfolio, value $4,554,313.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 150,145 sharesChange vs previous 13F -11,475 shares
0.02% of the 13F portfolio, value $3,722,085.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 161,620 sharesChange vs previous 13F +19,023 shares
0.02% of the 13F portfolio, value $4,019,483.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 142,597 sharesChange vs previous 13F +24,877 shares
0.02% of the 13F portfolio, value $3,532,117.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 117,720 sharesChange vs previous 13F +24,571 shares
0.02% of the 13F portfolio, value $2,855,877.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 93,149 sharesChange vs previous 13F +10,664 shares
0.02% of the 13F portfolio, value $2,276,562.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 82,485 sharesChange vs previous 13F +16,372 shares
0.02% of the 13F portfolio, value $2,015,511.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,113 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,653,492.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).