Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: FPH position timeline

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

Steward Partners Investment Advisory, LLC held 361 FPH 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 361 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $1,902.

    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 527 shares
    Change vs previous 13F -738 shares

    <0.01% of the 13F portfolio, value $2,551.

    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 1,265 shares
    Change vs previous 13F -721 shares

    <0.01% of the 13F portfolio, value $7,071.

    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 1,986 shares
    Change vs previous 13F -1,346 shares

    <0.01% of the 13F portfolio, value $12,174.

    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 3,332 shares
    Change vs previous 13F -2,327 shares

    <0.01% of the 13F portfolio, value $18,326.

    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 5,659 shares
    Change vs previous 13F +1,859 shares

    <0.01% of the 13F portfolio, value $30,219.

    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 3,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,364.

    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).