Steward Partners Investment Advisory, LLC: IFN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on IFN, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 34,331 IFN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 34,331 sharesChange vs previous 13F +3,603 shares
<0.01% of the 13F portfolio, value $403,384.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,728 sharesChange vs previous 13F +2,119 shares
<0.01% of the 13F portfolio, value $347,840.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,609 sharesChange vs previous 13F -8,176 shares
<0.01% of the 13F portfolio, value $392,229.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,785 sharesChange vs previous 13F +1,868 shares
<0.01% of the 13F portfolio, value $538,900.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,917 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $577,178.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,917 sharesChange vs previous 13F +3,992 shares
<0.01% of the 13F portfolio, value $550,641.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,925 sharesChange vs previous 13F +2,474 shares
<0.01% of the 13F portfolio, value $487,069.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,451 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $541,138.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).