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Steward Partners Investment Advisory, LLC: GS position timeline

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

Steward Partners Investment Advisory, LLC held 43,121 GS 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 43,121 shares
    Change vs previous 13F -5,205 shares

    0.22% of the 13F portfolio, value $43,611,718.

    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 48,326 shares
    Change vs previous 13F +2,675 shares

    0.21% of the 13F portfolio, value $40,882,796.

    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 45,651 shares
    Change vs previous 13F +4,870 shares

    0.22% of the 13F portfolio, value $40,126,723.

    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 40,781 shares
    Change vs previous 13F +3,527 shares

    0.19% of the 13F portfolio, value $32,476,041.

    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 37,254 shares
    Change vs previous 13F +1,157 shares

    0.21% of the 13F portfolio, value $26,366,509.

    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 36,097 shares
    Change vs previous 13F +2,639 shares

    0.17% of the 13F portfolio, value $19,719,612.

    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 33,458 shares
    Change vs previous 13F -410 shares

    0.17% of the 13F portfolio, value $19,158,621.

    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 33,868 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,768,776.

    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).