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Steward Partners Investment Advisory, LLC: FLOT position timeline

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

Steward Partners Investment Advisory, LLC held 666,239 FLOT 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 666,239 shares
    Change vs previous 13F -443,372 shares

    0.17% of the 13F portfolio, value $34,011,511.

    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 1,109,611 shares
    Change vs previous 13F +4,126 shares

    0.29% of the 13F portfolio, value $56,534,678.

    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 1,105,485 shares
    Change vs previous 13F +149,189 shares

    0.31% of the 13F portfolio, value $56,224,960.

    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 956,296 shares
    Change vs previous 13F +801,469 shares

    0.28% of the 13F portfolio, value $48,852,392.

    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 154,827 shares
    Change vs previous 13F +30,561 shares

    0.06% of the 13F portfolio, value $7,899,255.

    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 124,266 shares
    Change vs previous 13F -5,082 shares

    0.06% of the 13F portfolio, value $6,343,755.

    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 129,348 shares
    Change vs previous 13F +3,682 shares

    0.06% of the 13F portfolio, value $6,581,213.

    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 125,666 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,413,989.

    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).