Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: IBDR position timeline

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

Steward Partners Investment Advisory, LLC held 44,799 IBDR 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 44,799 shares
    Change vs previous 13F +5,913 shares

    0.01% of the 13F portfolio, value $1,085,482.

    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 38,886 shares
    Change vs previous 13F -7,514 shares

    <0.01% of the 13F portfolio, value $942,596.

    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 46,400 shares
    Change vs previous 13F -2,356 shares

    0.01% of the 13F portfolio, value $1,124,282.

    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 48,756 shares
    Change vs previous 13F +28,552 shares

    0.01% of the 13F portfolio, value $1,184,782.

    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 20,204 shares
    Change vs previous 13F +3,378 shares

    <0.01% of the 13F portfolio, value $489,946.

    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 16,826 shares
    Change vs previous 13F +2,275 shares

    <0.01% of the 13F portfolio, value $407,368.

    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 14,551 shares
    Change vs previous 13F +12,861 shares

    <0.01% of the 13F portfolio, value $350,243.

    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 1,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,071.

    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).