Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: IDEV position timeline

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

Steward Partners Investment Advisory, LLC held 160,305 IDEV 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 160,305 shares
    Change vs previous 13F +3,164 shares

    0.07% of the 13F portfolio, value $14,268,777.

    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 157,141 shares
    Change vs previous 13F +6,154 shares

    0.07% of the 13F portfolio, value $13,132,256.

    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 150,987 shares
    Change vs previous 13F +3,673 shares

    0.07% of the 13F portfolio, value $12,453,410.

    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 147,314 shares
    Change vs previous 13F +240 shares

    0.07% of the 13F portfolio, value $11,810,173.

    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 147,074 shares
    Change vs previous 13F +16,477 shares

    0.09% of the 13F portfolio, value $11,183,516.

    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 130,597 shares
    Change vs previous 13F -1,147 shares

    0.08% of the 13F portfolio, value $8,996,861.

    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 131,744 shares
    Change vs previous 13F -1,722 shares

    0.08% of the 13F portfolio, value $8,493,567.

    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 133,466 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,453,394.

    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).