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Steward Partners Investment Advisory, LLC: HMOP position timeline

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

Steward Partners Investment Advisory, LLC held 807,346 HMOP 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 807,346 shares
    Change vs previous 13F -5,608 shares

    0.16% of the 13F portfolio, value $31,603,568.

    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 812,954 shares
    Change vs previous 13F +42,893 shares

    0.16% of the 13F portfolio, value $31,493,851.

    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 770,061 shares
    Change vs previous 13F +15,325 shares

    0.17% of the 13F portfolio, value $30,117,068.

    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 754,736 shares
    Change vs previous 13F +33,606 shares

    0.17% of the 13F portfolio, value $29,412,079.

    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 721,130 shares
    Change vs previous 13F +18,406 shares

    0.22% of the 13F portfolio, value $27,604,869.

    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 702,724 shares
    Change vs previous 13F +155,195 shares

    0.24% of the 13F portfolio, value $27,019,734.

    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 547,529 shares
    Change vs previous 13F +20,600 shares

    0.19% of the 13F portfolio, value $21,167,468.

    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 526,929 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,761,016.

    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).