Steward Partners Investment Advisory, LLC: HOOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on HOOD, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 68,202 HOOD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 68,202 sharesChange vs previous 13F +3,780 shares
0.03% of the 13F portfolio, value $6,839,256.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 64,422 sharesChange vs previous 13F +15,575 shares
0.02% of the 13F portfolio, value $4,464,445.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,847 sharesChange vs previous 13F +3,242 shares
0.03% of the 13F portfolio, value $5,524,596.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,605 sharesChange vs previous 13F +17,493 shares
0.04% of the 13F portfolio, value $6,529,725.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,112 sharesChange vs previous 13F -13,992 shares
0.02% of the 13F portfolio, value $2,632,127.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 42,104 sharesChange vs previous 13F +28,076 shares
0.02% of the 13F portfolio, value $1,752,369.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,028 sharesChange vs previous 13F +4,228 shares
<0.01% of the 13F portfolio, value $522,683.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,800 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $229,516.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).