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Steward Partners Investment Advisory, LLC: IGM position timeline

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

Steward Partners Investment Advisory, LLC held 446,206 IGM 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 446,206 shares
    Change vs previous 13F -365,361 shares

    0.37% of the 13F portfolio, value $72,990,371.

    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 811,567 shares
    Change vs previous 13F +27,153 shares

    0.49% of the 13F portfolio, value $96,178,685.

    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 784,414 shares
    Change vs previous 13F -58,338 shares

    0.56% of the 13F portfolio, value $101,314,853.

    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 842,752 shares
    Change vs previous 13F +786,982 shares

    0.61% of the 13F portfolio, value $106,144,624.

    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 55,770 shares
    Change vs previous 13F +36,510 shares

    0.05% of the 13F portfolio, value $6,265,130.

    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 19,260 shares
    Change vs previous 13F +5,867 shares

    0.02% of the 13F portfolio, value $1,746,335.

    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 13,393 shares
    Change vs previous 13F +6,829 shares

    0.01% of the 13F portfolio, value $1,367,302.

    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 6,564 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $629,753.

    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).