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Steward Partners Investment Advisory, LLC: FPX position timeline

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

Steward Partners Investment Advisory, LLC held 31,443 FPX 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 31,443 shares
    Change vs previous 13F +6,813 shares

    0.03% of the 13F portfolio, value $6,482,977.

    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 24,630 shares
    Change vs previous 13F +12,635 shares

    0.02% of the 13F portfolio, value $3,911,532.

    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 11,995 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $1,962,254.

    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 11,628 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $1,932,090.

    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 11,626 shares
    Change vs previous 13F -1,917 shares

    0.01% of the 13F portfolio, value $1,684,745.

    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 13,543 shares
    Change vs previous 13F +2,513 shares

    0.01% of the 13F portfolio, value $1,513,285.

    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 11,030 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $1,318,178.

    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 11,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,214,244.

    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).