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Steward Partners Investment Advisory, LLC: IGV position timeline

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

Steward Partners Investment Advisory, LLC held 35,518 IGV 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 35,518 shares
    Change vs previous 13F +14,232 shares

    0.02% of the 13F portfolio, value $3,217,931.

    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 21,286 shares
    Change vs previous 13F +8,269 shares

    0.01% of the 13F portfolio, value $1,703,944.

    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 13,017 shares
    Change vs previous 13F +374 shares

    0.01% of the 13F portfolio, value $1,375,766.

    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 12,643 shares
    Change vs previous 13F +1,351 shares

    0.01% of the 13F portfolio, value $1,454,071.

    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 11,292 shares
    Change vs previous 13F -702 shares

    0.01% of the 13F portfolio, value $1,236,475.

    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 11,994 shares
    Change vs previous 13F -2,751 shares

    0.01% of the 13F portfolio, value $1,067,346.

    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 14,745 shares
    Change vs previous 13F +656 shares

    0.01% of the 13F portfolio, value $1,476,269.

    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 14,089 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,259,134.

    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).