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Steward Partners Investment Advisory, LLC: IDVO position timeline

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

Steward Partners Investment Advisory, LLC held 143,993 IDVO 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 143,993 shares
    Change vs previous 13F +6,217 shares

    0.03% of the 13F portfolio, value $6,047,715.

    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 137,776 shares
    Change vs previous 13F +25,652 shares

    0.03% of the 13F portfolio, value $5,575,808.

    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 112,124 shares
    Change vs previous 13F +35,317 shares

    0.02% of the 13F portfolio, value $4,299,948.

    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 76,807 shares
    Change vs previous 13F +17,727 shares

    0.02% of the 13F portfolio, value $2,864,137.

    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 59,080 shares
    Change vs previous 13F +28,510 shares

    0.02% of the 13F portfolio, value $2,029,983.

    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 30,570 shares
    Change vs previous 13F +15,976 shares

    0.01% of the 13F portfolio, value $961,411.

    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 14,594 shares
    Change vs previous 13F +648 shares

    <0.01% of the 13F portfolio, value $435,485.

    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 13,946 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,257.

    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).