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Steward Partners Investment Advisory, LLC: HFXI position timeline

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

Steward Partners Investment Advisory, LLC held 47,098 HFXI 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 47,098 shares
    Change vs previous 13F +2,126 shares

    0.01% of the 13F portfolio, value $1,793,947.

    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 44,972 shares
    Change vs previous 13F +1,581 shares

    0.01% of the 13F portfolio, value $1,510,150.

    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 43,391 shares
    Change vs previous 13F +1,761 shares

    0.01% of the 13F portfolio, value $1,408,028.

    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 41,630 shares
    Change vs previous 13F -11,623 shares

    0.01% of the 13F portfolio, value $1,290,949.

    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 53,253 shares
    Change vs previous 13F +723 shares

    0.01% of the 13F portfolio, value $1,569,363.

    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 52,530 shares
    Change vs previous 13F +3,111 shares

    0.01% of the 13F portfolio, value $1,445,623.

    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 49,419 shares
    Change vs previous 13F -3,803 shares

    0.01% of the 13F portfolio, value $1,287,852.

    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 53,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,471,055.

    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).