Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FMB position timeline

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

Steward Partners Investment Advisory, LLC held 108,351 FMB 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 108,351 shares
    Change vs previous 13F -359 shares

    0.03% of the 13F portfolio, value $5,565,663.

    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 108,710 shares
    Change vs previous 13F +68,958 shares

    0.03% of the 13F portfolio, value $5,507,234.

    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 39,752 shares
    Change vs previous 13F +5,810 shares

    0.01% of the 13F portfolio, value $2,032,744.

    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 33,942 shares
    Change vs previous 13F -5,141 shares

    0.01% of the 13F portfolio, value $1,720,909.

    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 39,083 shares
    Change vs previous 13F -4,899 shares

    0.02% of the 13F portfolio, value $1,947,127.

    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 43,982 shares
    Change vs previous 13F +5,171 shares

    0.02% of the 13F portfolio, value $2,217,692.

    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 38,811 shares
    Change vs previous 13F +1,013 shares

    0.02% of the 13F portfolio, value $1,979,732.

    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 37,798 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,963,973.

    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).