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Steward Partners Investment Advisory, LLC: IEFA position timeline

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

Steward Partners Investment Advisory, LLC held 1,496,403 IEFA 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 1,496,403 shares
    Change vs previous 13F -1,398,866 shares

    0.74% of the 13F portfolio, value $144,522,578.

    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 2,895,269 shares
    Change vs previous 13F +60,038 shares

    1.34% of the 13F portfolio, value $262,108,665.

    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 2,835,231 shares
    Change vs previous 13F -4,403 shares

    1.39% of the 13F portfolio, value $253,639,840.

    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 2,839,634 shares
    Change vs previous 13F +2,013,662 shares

    1.42% of the 13F portfolio, value $247,928,421.

    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 825,972 shares
    Change vs previous 13F +70,469 shares

    0.54% of the 13F portfolio, value $68,952,151.

    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 755,503 shares
    Change vs previous 13F +37,152 shares

    0.51% of the 13F portfolio, value $57,153,807.

    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 718,351 shares
    Change vs previous 13F +30,214 shares

    0.45% of the 13F portfolio, value $50,485,708.

    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 688,137 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $53,709,097.

    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).