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Disclosery

Steward Partners Investment Advisory, LLC: ICE position timeline

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

Steward Partners Investment Advisory, LLC held 118,484 ICE 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 118,484 shares
    Change vs previous 13F +6,923 shares

    0.07% of the 13F portfolio, value $14,586,527.

    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 111,561 shares
    Change vs previous 13F +49,187 shares

    0.09% of the 13F portfolio, value $17,546,333.

    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 62,374 shares
    Change vs previous 13F -20,894 shares

    0.06% of the 13F portfolio, value $10,102,104.

    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 83,268 shares
    Change vs previous 13F -5,537 shares

    0.08% of the 13F portfolio, value $14,028,986.

    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 88,805 shares
    Change vs previous 13F -128 shares

    0.13% of the 13F portfolio, value $16,293,052.

    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 88,933 shares
    Change vs previous 13F -6,030 shares

    0.14% of the 13F portfolio, value $15,340,963.

    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 94,963 shares
    Change vs previous 13F -31,431 shares

    0.13% of the 13F portfolio, value $14,150,510.

    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 126,394 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,303,940.

    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).