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Steward Partners Investment Advisory, LLC: FPE position timeline

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

Steward Partners Investment Advisory, LLC held 1,102,564 FPE 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 1,102,564 shares
    Change vs previous 13F +78,315 shares

    0.1% of the 13F portfolio, value $19,713,845.

    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 1,024,249 shares
    Change vs previous 13F +41,477 shares

    0.09% of the 13F portfolio, value $18,180,412.

    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 982,772 shares
    Change vs previous 13F +18,275 shares

    0.1% of the 13F portfolio, value $17,906,100.

    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 964,497 shares
    Change vs previous 13F +38,158 shares

    0.1% of the 13F portfolio, value $17,592,426.

    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 926,339 shares
    Change vs previous 13F -2,940 shares

    0.13% of the 13F portfolio, value $16,488,831.

    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 929,279 shares
    Change vs previous 13F -1,429 shares

    0.14% of the 13F portfolio, value $16,346,012.

    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 930,708 shares
    Change vs previous 13F +2,140 shares

    0.15% of the 13F portfolio, value $16,473,534.

    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 928,568 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $16,807,086.

    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).