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Steward Partners Investment Advisory, LLC: FSEP position timeline

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

Steward Partners Investment Advisory, LLC held 34,882 FSEP 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 34,882 shares
    Change vs previous 13F -1,814 shares

    0.01% of the 13F portfolio, value $1,921,301.

    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 36,696 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $1,846,910.

    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 36,746 shares
    Change vs previous 13F +1,521 shares

    0.01% of the 13F portfolio, value $1,894,624.

    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 35,225 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $1,780,272.

    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 35,425 shares
    Change vs previous 13F +2,284 shares

    0.01% of the 13F portfolio, value $1,700,701.

    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 33,141 shares
    Change vs previous 13F +10,820 shares

    0.01% of the 13F portfolio, value $1,476,432.

    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 22,321 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,019,974.

    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 22,321 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,003,106.

    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).