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Steward Partners Investment Advisory, LLC: IDHQ position timeline

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

Steward Partners Investment Advisory, LLC held 41,051 IDHQ 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 41,051 shares
    Change vs previous 13F +2,527 shares

    0.01% of the 13F portfolio, value $1,794,321.

    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 38,524 shares
    Change vs previous 13F +17,022 shares

    0.01% of the 13F portfolio, value $1,362,576.

    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 21,502 shares
    Change vs previous 13F +2,636 shares

    <0.01% of the 13F portfolio, value $755,810.

    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 18,866 shares
    Change vs previous 13F +987 shares

    <0.01% of the 13F portfolio, value $634,829.

    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 17,879 shares
    Change vs previous 13F +1,467 shares

    <0.01% of the 13F portfolio, value $589,660.

    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 16,412 shares
    Change vs previous 13F +15,512 shares

    <0.01% of the 13F portfolio, value $491,376.

    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 900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $25,488.

    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 900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,584.

    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).