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Steward Partners Investment Advisory, LLC: HAPI position timeline

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

Steward Partners Investment Advisory, LLC held 113,505 HAPI 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 113,505 shares
    Change vs previous 13F +2,251 shares

    0.03% of the 13F portfolio, value $5,038,283.

    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 111,254 shares
    Change vs previous 13F +11,189 shares

    0.02% of the 13F portfolio, value $4,412,790.

    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 100,065 shares
    Change vs previous 13F +2,456 shares

    0.02% of the 13F portfolio, value $4,106,477.

    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 97,609 shares
    Change vs previous 13F +19,076 shares

    0.02% of the 13F portfolio, value $3,930,217.

    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 78,533 shares
    Change vs previous 13F +14,292 shares

    0.02% of the 13F portfolio, value $2,998,241.

    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 64,241 shares
    Change vs previous 13F +59,695 shares

    0.02% of the 13F portfolio, value $2,189,982.

    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 4,546 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $161,883.

    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).