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Steward Partners Investment Advisory, LLC: HGV position timeline

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

Steward Partners Investment Advisory, LLC held 7,873 HGV 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 7,873 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $412,309.

    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 8,473 shares
    Change vs previous 13F -4,828 shares

    <0.01% of the 13F portfolio, value $331,464.

    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 13,301 shares
    Change vs previous 13F -812 shares

    <0.01% of the 13F portfolio, value $595,220.

    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 14,113 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $590,064.

    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 14,865 shares
    Change vs previous 13F -2,813 shares

    <0.01% of the 13F portfolio, value $617,344.

    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 17,678 shares
    Change vs previous 13F +15,721 shares

    0.01% of the 13F portfolio, value $661,334.

    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 1,957 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $76,225.

    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 2,003 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $72,749.

    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).