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Steward Partners Investment Advisory, LLC: FTSM position timeline

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

Steward Partners Investment Advisory, LLC held 269,758 FTSM 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 269,758 shares
    Change vs previous 13F -243,941 shares

    0.08% of the 13F portfolio, value $16,112,656.

    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 513,699 shares
    Change vs previous 13F +30,314 shares

    0.16% of the 13F portfolio, value $30,708,927.

    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 483,385 shares
    Change vs previous 13F +29,284 shares

    0.16% of the 13F portfolio, value $28,969,237.

    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 454,101 shares
    Change vs previous 13F +60,225 shares

    0.16% of the 13F portfolio, value $27,205,165.

    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 393,876 shares
    Change vs previous 13F +204,583 shares

    0.18% of the 13F portfolio, value $23,581,374.

    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 189,293 shares
    Change vs previous 13F -15,517 shares

    0.1% of the 13F portfolio, value $11,327,302.

    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 204,810 shares
    Change vs previous 13F -31,335 shares

    0.11% of the 13F portfolio, value $12,241,515.

    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 236,145 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,137,986.

    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).