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Steward Partners Investment Advisory, LLC: IAT position timeline

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

Steward Partners Investment Advisory, LLC held 81,011 IAT 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 81,011 shares
    Change vs previous 13F +688 shares

    0.03% of the 13F portfolio, value $5,039,694.

    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 80,323 shares
    Change vs previous 13F +1,369 shares

    0.02% of the 13F portfolio, value $4,324,590.

    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 78,954 shares
    Change vs previous 13F +609 shares

    0.02% of the 13F portfolio, value $4,354,313.

    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 78,345 shares
    Change vs previous 13F -438 shares

    0.02% of the 13F portfolio, value $4,115,463.

    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 78,783 shares
    Change vs previous 13F -12,369 shares

    0.03% of the 13F portfolio, value $3,903,697.

    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 91,152 shares
    Change vs previous 13F +1,370 shares

    0.04% of the 13F portfolio, value $4,250,417.

    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 89,782 shares
    Change vs previous 13F +9,438 shares

    0.04% of the 13F portfolio, value $4,521,421.

    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 80,344 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,819,554.

    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).