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Steward Partners Investment Advisory, LLC: FOCT position timeline

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

Steward Partners Investment Advisory, LLC held 17,046 FOCT 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 17,046 shares
    Change vs previous 13F -279 shares

    <0.01% of the 13F portfolio, value $891,335.

    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 17,325 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $826,056.

    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 17,425 shares
    Change vs previous 13F +1,422 shares

    <0.01% of the 13F portfolio, value $853,651.

    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 16,003 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $760,303.

    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 16,053 shares
    Change vs previous 13F -472 shares

    0.01% of the 13F portfolio, value $718,693.

    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 16,525 shares
    Change vs previous 13F -268 shares

    0.01% of the 13F portfolio, value $685,788.

    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 16,793 shares
    Change vs previous 13F +3,198 shares

    0.01% of the 13F portfolio, value $715,886.

    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 13,595 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $574,457.

    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).