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Steward Partners Investment Advisory, LLC: FPEI position timeline

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

Steward Partners Investment Advisory, LLC held 68,237 FPEI 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 68,237 shares
    Change vs previous 13F -11,745 shares

    0.01% of the 13F portfolio, value $1,316,295.

    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 79,982 shares
    Change vs previous 13F -636 shares

    0.01% of the 13F portfolio, value $1,519,653.

    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 80,618 shares
    Change vs previous 13F +1,615 shares

    0.01% of the 13F portfolio, value $1,563,190.

    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 79,003 shares
    Change vs previous 13F -2,805 shares

    0.01% of the 13F portfolio, value $1,527,923.

    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 81,808 shares
    Change vs previous 13F -515 shares

    0.01% of the 13F portfolio, value $1,553,541.

    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 82,323 shares
    Change vs previous 13F +1,333 shares

    0.01% of the 13F portfolio, value $1,539,434.

    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 80,990 shares
    Change vs previous 13F +6,074 shares

    0.01% of the 13F portfolio, value $1,514,520.

    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 74,916 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,428,639.

    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).