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Steward Partners Investment Advisory, LLC: IFV position timeline

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

Steward Partners Investment Advisory, LLC held 45,983 IFV 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 45,983 shares
    Change vs previous 13F +1,648 shares

    0.01% of the 13F portfolio, value $1,238,431.

    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 44,335 shares
    Change vs previous 13F +26,838 shares

    0.01% of the 13F portfolio, value $1,120,340.

    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 17,497 shares
    Change vs previous 13F +920 shares

    <0.01% of the 13F portfolio, value $434,455.

    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 16,577 shares
    Change vs previous 13F +6,044 shares

    <0.01% of the 13F portfolio, value $405,812.

    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 10,533 shares
    Change vs previous 13F -2,784 shares

    <0.01% of the 13F portfolio, value $241,416.

    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 13,317 shares
    Change vs previous 13F -1,408 shares

    <0.01% of the 13F portfolio, value $266,340.

    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 14,725 shares
    Change vs previous 13F +3,105 shares

    <0.01% of the 13F portfolio, value $282,278.

    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 11,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,513.

    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).