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Steward Partners Investment Advisory, LLC: GRID position timeline

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

Steward Partners Investment Advisory, LLC held 84,636 GRID 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 84,636 shares
    Change vs previous 13F +16,922 shares

    0.08% of the 13F portfolio, value $16,228,900.

    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 67,714 shares
    Change vs previous 13F +41,110 shares

    0.06% of the 13F portfolio, value $11,076,654.

    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 26,604 shares
    Change vs previous 13F +2,732 shares

    0.02% of the 13F portfolio, value $4,070,877.

    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 23,872 shares
    Change vs previous 13F +6,677 shares

    0.02% of the 13F portfolio, value $3,606,647.

    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 17,195 shares
    Change vs previous 13F +561 shares

    0.02% of the 13F portfolio, value $2,390,393.

    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 16,634 shares
    Change vs previous 13F +512 shares

    0.02% of the 13F portfolio, value $1,881,851.

    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 16,122 shares
    Change vs previous 13F +5,394 shares

    0.02% of the 13F portfolio, value $1,924,044.

    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 10,728 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,365,197.

    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).