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Steward Partners Investment Advisory, LLC: IEZ position timeline

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

Steward Partners Investment Advisory, LLC held 293 IEZ 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 293 shares
    Change vs previous 13F -20,707 shares

    <0.01% of the 13F portfolio, value $7,882.

    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 21,000 shares
    Change vs previous 13F -52,919 shares

    <0.01% of the 13F portfolio, value $607,950.

    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 73,919 shares
    Change vs previous 13F -599 shares

    0.01% of the 13F portfolio, value $1,542,690.

    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 74,518 shares
    Change vs previous 13F -4,049 shares

    0.01% of the 13F portfolio, value $1,437,452.

    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 78,567 shares
    Change vs previous 13F -21,419 shares

    0.01% of the 13F portfolio, value $1,333,282.

    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 99,986 shares
    Change vs previous 13F +49,781 shares

    0.02% of the 13F portfolio, value $1,949,727.

    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 50,205 shares
    Change vs previous 13F +50,105 shares

    0.01% of the 13F portfolio, value $994,561.

    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 100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,009.

    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).