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Steward Partners Investment Advisory, LLC: GFEB position timeline

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

Steward Partners Investment Advisory, LLC held 30,542 GFEB 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 30,542 shares
    Change vs previous 13F -392 shares

    0.01% of the 13F portfolio, value $1,344,740.

    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 30,934 shares
    Change vs previous 13F +2,842 shares

    0.01% of the 13F portfolio, value $1,271,078.

    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 28,092 shares
    Change vs previous 13F -3,561 shares

    0.01% of the 13F portfolio, value $1,166,661.

    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 31,653 shares
    Change vs previous 13F -126,129 shares

    0.01% of the 13F portfolio, value $1,284,162.

    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 157,782 shares
    Change vs previous 13F -125,822 shares

    0.05% of the 13F portfolio, value $6,151,920.

    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 283,604 shares
    Change vs previous 13F +266,404 shares

    0.09% of the 13F portfolio, value $10,428,119.

    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 17,200 shares
    Change vs previous 13F -590 shares

    0.01% of the 13F portfolio, value $642,420.

    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 17,790 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $649,691.

    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).