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Steward Partners Investment Advisory, LLC: IGSB position timeline

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

Steward Partners Investment Advisory, LLC held 367,164 IGSB 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 367,164 shares
    Change vs previous 13F +22,451 shares

    0.1% of the 13F portfolio, value $19,243,085.

    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 344,713 shares
    Change vs previous 13F +9,935 shares

    0.09% of the 13F portfolio, value $18,118,136.

    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 334,778 shares
    Change vs previous 13F +6,245 shares

    0.1% of the 13F portfolio, value $17,703,056.

    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 328,533 shares
    Change vs previous 13F +708 shares

    0.1% of the 13F portfolio, value $17,422,123.

    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 327,825 shares
    Change vs previous 13F +10,452 shares

    0.14% of the 13F portfolio, value $17,296,043.

    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 317,373 shares
    Change vs previous 13F -5,046 shares

    0.15% of the 13F portfolio, value $16,620,836.

    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 322,419 shares
    Change vs previous 13F +23,145 shares

    0.15% of the 13F portfolio, value $16,669,060.

    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 299,274 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $15,759,795.

    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).