Skip to content

Steward Partners Investment Advisory, LLC: GUT position timeline

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

Steward Partners Investment Advisory, LLC held 20,016 GUT 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 20,016 shares
    Change vs previous 13F -3,984 shares

    <0.01% of the 13F portfolio, value $131,905.

    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 24,000 shares
    Change vs previous 13F -48,030 shares

    <0.01% of the 13F portfolio, value $145,200.

    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 72,030 shares
    Change vs previous 13F -8,550 shares

    <0.01% of the 13F portfolio, value $434,341.

    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 80,580 shares
    Change vs previous 13F -14,770 shares

    <0.01% of the 13F portfolio, value $489,121.

    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 95,350 shares
    Change vs previous 13F -8,650 shares

    <0.01% of the 13F portfolio, value $553,030.

    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 104,000 shares
    Change vs previous 13F +16,500 shares

    <0.01% of the 13F portfolio, value $555,360.

    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 87,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,125.

    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).