Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: IEF position timeline

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

Steward Partners Investment Advisory, LLC held 145,358 IEF 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 145,358 shares
    Change vs previous 13F -38,553 shares

    0.07% of the 13F portfolio, value $13,746,486.

    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 183,911 shares
    Change vs previous 13F +47,189 shares

    0.09% of the 13F portfolio, value $17,552,418.

    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 136,722 shares
    Change vs previous 13F +6,112 shares

    0.07% of the 13F portfolio, value $13,147,151.

    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 130,610 shares
    Change vs previous 13F +872 shares

    0.07% of the 13F portfolio, value $12,598,642.

    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 129,738 shares
    Change vs previous 13F +8,576 shares

    0.1% of the 13F portfolio, value $12,425,019.

    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 121,162 shares
    Change vs previous 13F -14,992 shares

    0.1% of the 13F portfolio, value $11,555,255.

    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 136,154 shares
    Change vs previous 13F +22,979 shares

    0.11% of the 13F portfolio, value $12,587,415.

    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 113,175 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,104,725.

    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).