Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: GUG position timeline

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

Steward Partners Investment Advisory, LLC held 174,918 GUG 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 174,918 shares
    Change vs previous 13F +24,798 shares

    0.01% of the 13F portfolio, value $2,795,194.

    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 150,120 shares
    Change vs previous 13F +12,741 shares

    0.01% of the 13F portfolio, value $2,284,820.

    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 137,379 shares
    Change vs previous 13F +16,446 shares

    0.01% of the 13F portfolio, value $2,106,027.

    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 120,933 shares
    Change vs previous 13F +45,098 shares

    0.01% of the 13F portfolio, value $1,886,555.

    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 75,835 shares
    Change vs previous 13F +45,146 shares

    0.01% of the 13F portfolio, value $1,186,063.

    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).

  6. period ended2025-03-31
    13F 30,689 shares
    Change vs previous 13F +21,025 shares

    <0.01% of the 13F portfolio, value $462,483.

    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 9,664 shares
    Change vs previous 13F +4,700 shares

    <0.01% of the 13F portfolio, value $143,704.

    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 4,964 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,154.

    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).