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Steward Partners Investment Advisory, LLC: FXH position timeline

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

Steward Partners Investment Advisory, LLC held 20,470 FXH 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 20,470 shares
    Change vs previous 13F -148 shares

    0.01% of the 13F portfolio, value $2,505,483.

    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 20,618 shares
    Change vs previous 13F +1,438 shares

    0.01% of the 13F portfolio, value $2,263,201.

    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 19,180 shares
    Change vs previous 13F -503 shares

    0.01% of the 13F portfolio, value $2,183,041.

    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 19,683 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $2,158,683.

    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 21,283 shares
    Change vs previous 13F -4,590 shares

    0.02% of the 13F portfolio, value $2,206,655.

    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 25,873 shares
    Change vs previous 13F -1,611 shares

    0.02% of the 13F portfolio, value $2,680,445.

    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 27,484 shares
    Change vs previous 13F -3,396 shares

    0.03% of the 13F portfolio, value $2,861,885.

    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 30,880 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,454,352.

    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).