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Steward Partners Investment Advisory, LLC: GEV position timeline

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

Steward Partners Investment Advisory, LLC held 75,411 GEV 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 75,411 shares
    Change vs previous 13F -1,645 shares

    0.45% of the 13F portfolio, value $88,597,829.

    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 77,056 shares
    Change vs previous 13F +10,369 shares

    0.34% of the 13F portfolio, value $67,262,097.

    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 66,687 shares
    Change vs previous 13F +3,667 shares

    0.24% of the 13F portfolio, value $43,584,928.

    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 63,020 shares
    Change vs previous 13F +25,210 shares

    0.22% of the 13F portfolio, value $38,750,911.

    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 37,810 shares
    Change vs previous 13F +22,574 shares

    0.16% of the 13F portfolio, value $20,007,244.

    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 15,236 shares
    Change vs previous 13F -163 shares

    0.04% of the 13F portfolio, value $4,651,190.

    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 15,399 shares
    Change vs previous 13F +1,075 shares

    0.04% of the 13F portfolio, value $5,065,349.

    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 14,324 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,652,454.

    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).