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Steward Partners Investment Advisory, LLC: GIS position timeline

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

Steward Partners Investment Advisory, LLC held 32,663 GIS 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 32,663 shares
    Change vs previous 13F +5,483 shares

    0.01% of the 13F portfolio, value $1,136,672.

    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 27,180 shares
    Change vs previous 13F -5,425 shares

    0.01% of the 13F portfolio, value $1,011,629.

    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 32,605 shares
    Change vs previous 13F -3,973 shares

    0.01% of the 13F portfolio, value $1,516,143.

    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 36,578 shares
    Change vs previous 13F -539,109 shares

    0.01% of the 13F portfolio, value $1,844,246.

    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 575,687 shares
    Change vs previous 13F -524 shares

    0.23% of the 13F portfolio, value $29,826,361.

    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 576,211 shares
    Change vs previous 13F -2,227 shares

    0.3% of the 13F portfolio, value $34,451,628.

    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 578,438 shares
    Change vs previous 13F -618 shares

    0.33% of the 13F portfolio, value $36,887,017.

    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 579,056 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $42,763,317.

    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).