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Steward Partners Investment Advisory, LLC: GPIX position timeline

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

Steward Partners Investment Advisory, LLC held 142,510 GPIX 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 142,510 shares
    Change vs previous 13F +13,286 shares

    0.04% of the 13F portfolio, value $7,919,292.

    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 129,224 shares
    Change vs previous 13F +46,570 shares

    0.03% of the 13F portfolio, value $6,466,386.

    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 82,654 shares
    Change vs previous 13F +61,616 shares

    0.02% of the 13F portfolio, value $4,364,114.

    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 21,038 shares
    Change vs previous 13F +8,806 shares

    0.01% of the 13F portfolio, value $1,098,815.

    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 12,232 shares
    Change vs previous 13F +3,280 shares

    <0.01% of the 13F portfolio, value $609,398.

    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 8,952 shares
    Change vs previous 13F +5,043 shares

    <0.01% of the 13F portfolio, value $417,253.

    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 3,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $193,300.

    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).