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Steward Partners Investment Advisory, LLC: IDV position timeline

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

Steward Partners Investment Advisory, LLC held 279,758 IDV 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 279,758 shares
    Change vs previous 13F -7,534 shares

    0.06% of the 13F portfolio, value $11,590,359.

    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 287,292 shares
    Change vs previous 13F +25,587 shares

    0.06% of the 13F portfolio, value $12,227,126.

    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 261,705 shares
    Change vs previous 13F +7,224 shares

    0.06% of the 13F portfolio, value $10,324,260.

    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 254,481 shares
    Change vs previous 13F +9,767 shares

    0.05% of the 13F portfolio, value $9,301,245.

    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 244,714 shares
    Change vs previous 13F +11,231 shares

    0.07% of the 13F portfolio, value $8,445,070.

    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 233,483 shares
    Change vs previous 13F +32,095 shares

    0.06% of the 13F portfolio, value $7,242,627.

    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 201,388 shares
    Change vs previous 13F +9,940 shares

    0.05% of the 13F portfolio, value $5,513,990.

    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 191,448 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,787,455.

    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).