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Steward Partners Investment Advisory, LLC: FVD position timeline

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

Steward Partners Investment Advisory, LLC held 309,125 FVD 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 309,125 shares
    Change vs previous 13F +15,741 shares

    0.08% of the 13F portfolio, value $14,893,661.

    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 293,384 shares
    Change vs previous 13F -255 shares

    0.07% of the 13F portfolio, value $13,797,881.

    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 293,639 shares
    Change vs previous 13F -16,821 shares

    0.07% of the 13F portfolio, value $13,530,872.

    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 310,460 shares
    Change vs previous 13F -5,796 shares

    0.08% of the 13F portfolio, value $14,355,686.

    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 316,256 shares
    Change vs previous 13F +5,444 shares

    0.11% of the 13F portfolio, value $14,136,675.

    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 310,812 shares
    Change vs previous 13F -5,107 shares

    0.12% of the 13F portfolio, value $13,859,112.

    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 315,919 shares
    Change vs previous 13F -2,041 shares

    0.12% of the 13F portfolio, value $13,786,708.

    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 317,960 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,464,004.

    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).