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Steward Partners Investment Advisory, LLC: FSMD position timeline

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

Steward Partners Investment Advisory, LLC held 200,971 FSMD 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 200,971 shares
    Change vs previous 13F -1,812 shares

    0.05% of the 13F portfolio, value $10,621,332.

    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 202,783 shares
    Change vs previous 13F -757 shares

    0.05% of the 13F portfolio, value $9,068,477.

    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 203,540 shares
    Change vs previous 13F +3,096 shares

    0.05% of the 13F portfolio, value $8,982,209.

    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 200,444 shares
    Change vs previous 13F -1,266 shares

    0.05% of the 13F portfolio, value $8,821,540.

    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 201,710 shares
    Change vs previous 13F -3,612 shares

    0.07% of the 13F portfolio, value $8,364,914.

    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 205,322 shares
    Change vs previous 13F -14,546 shares

    0.07% of the 13F portfolio, value $8,040,410.

    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 219,868 shares
    Change vs previous 13F -296 shares

    0.08% of the 13F portfolio, value $9,051,966.

    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 220,164 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,114,790.

    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).