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Steward Partners Investment Advisory, LLC: IDEQ position timeline

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

Steward Partners Investment Advisory, LLC held 84,974 IDEQ 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 84,974 shares
    Change vs previous 13F +37,681 shares

    0.02% of the 13F portfolio, value $2,980,047.

    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 47,293 shares
    Change vs previous 13F +15,935 shares

    0.01% of the 13F portfolio, value $1,501,553.

    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 31,358 shares
    Change vs previous 13F +24,593 shares

    0.01% of the 13F portfolio, value $951,715.

    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 6,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $191,788.

    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).