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Steward Partners Investment Advisory, LLC: FV position timeline

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

Steward Partners Investment Advisory, LLC held 241,466 FV 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 241,466 shares
    Change vs previous 13F -76 shares

    0.09% of the 13F portfolio, value $18,322,447.

    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 241,542 shares
    Change vs previous 13F -2,381 shares

    0.07% of the 13F portfolio, value $14,598,190.

    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 243,923 shares
    Change vs previous 13F -1,328 shares

    0.08% of the 13F portfolio, value $15,347,573.

    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 245,251 shares
    Change vs previous 13F -10,700 shares

    0.09% of the 13F portfolio, value $15,185,964.

    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 255,951 shares
    Change vs previous 13F -1,626 shares

    0.12% of the 13F portfolio, value $15,167,646.

    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 257,577 shares
    Change vs previous 13F +2,085 shares

    0.12% of the 13F portfolio, value $14,130,651.

    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 255,492 shares
    Change vs previous 13F -439 shares

    0.13% of the 13F portfolio, value $15,089,361.

    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 255,931 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,913,118.

    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).