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Steward Partners Investment Advisory, LLC: GPIQ position timeline

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

Steward Partners Investment Advisory, LLC held 16,447 GPIQ 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 16,447 shares
    Change vs previous 13F +2,224 shares

    <0.01% of the 13F portfolio, value $975,452.

    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 14,223 shares
    Change vs previous 13F +5,913 shares

    <0.01% of the 13F portfolio, value $703,896.

    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 8,310 shares
    Change vs previous 13F +1,752 shares

    <0.01% of the 13F portfolio, value $439,350.

    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 6,558 shares
    Change vs previous 13F +5,573 shares

    <0.01% of the 13F portfolio, value $344,026.

    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 985 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,063.

    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).