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Steward Partners Investment Advisory, LLC: FRT position timeline

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

Steward Partners Investment Advisory, LLC held 18,677 FRT 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 18,677 shares
    Change vs previous 13F +2,013 shares

    0.01% of the 13F portfolio, value $2,305,488.

    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 16,664 shares
    Change vs previous 13F +315 shares

    0.01% of the 13F portfolio, value $1,769,931.

    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 16,349 shares
    Change vs previous 13F -548 shares

    0.01% of the 13F portfolio, value $1,647,968.

    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 16,897 shares
    Change vs previous 13F +861 shares

    0.01% of the 13F portfolio, value $1,711,827.

    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 16,036 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $1,523,265.

    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 16,027 shares
    Change vs previous 13F -1,366 shares

    0.01% of the 13F portfolio, value $1,567,754.

    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 17,393 shares
    Change vs previous 13F -182 shares

    0.02% of the 13F portfolio, value $1,947,123.

    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 17,575 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,020,569.

    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).