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Steward Partners Investment Advisory, LLC: FTLS position timeline

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

Steward Partners Investment Advisory, LLC held 94,664 FTLS 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 94,664 shares
    Change vs previous 13F +26,194 shares

    0.04% of the 13F portfolio, value $6,986,169.

    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 68,470 shares
    Change vs previous 13F +6,685 shares

    0.02% of the 13F portfolio, value $4,817,554.

    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 61,785 shares
    Change vs previous 13F +12,834 shares

    0.02% of the 13F portfolio, value $4,386,163.

    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 48,951 shares
    Change vs previous 13F +1,137 shares

    0.02% of the 13F portfolio, value $3,424,110.

    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 47,814 shares
    Change vs previous 13F -36,298 shares

    0.02% of the 13F portfolio, value $3,169,125.

    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 84,112 shares
    Change vs previous 13F +13,478 shares

    0.05% of the 13F portfolio, value $5,389,876.

    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 70,634 shares
    Change vs previous 13F +42,031 shares

    0.04% of the 13F portfolio, value $4,648,414.

    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 28,603 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,815,444.

    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).