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Steward Partners Investment Advisory, LLC: HIO position timeline

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

Steward Partners Investment Advisory, LLC held 90,960 HIO 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 90,960 shares
    Change vs previous 13F -2,851 shares

    <0.01% of the 13F portfolio, value $331,093.

    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 93,811 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $340,534.

    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 93,797 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $347,987.

    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 93,779 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $360,113.

    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 93,767 shares
    Change vs previous 13F -7,842 shares

    <0.01% of the 13F portfolio, value $373,193.

    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 101,609 shares
    Change vs previous 13F +7,962 shares

    <0.01% of the 13F portfolio, value $404,403.

    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 93,647 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $368,034.

    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 93,632 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $379,211.

    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).