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Steward Partners Investment Advisory, LLC: IHDG position timeline

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

Steward Partners Investment Advisory, LLC held 10,724 IHDG 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 10,724 shares
    Change vs previous 13F -164,054 shares

    <0.01% of the 13F portfolio, value $561,733.

    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 174,778 shares
    Change vs previous 13F +9,103 shares

    0.04% of the 13F portfolio, value $8,415,581.

    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 165,675 shares
    Change vs previous 13F +1,485 shares

    0.04% of the 13F portfolio, value $8,061,753.

    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 164,190 shares
    Change vs previous 13F +7,006 shares

    0.04% of the 13F portfolio, value $7,565,879.

    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 157,184 shares
    Change vs previous 13F -2,384 shares

    0.06% of the 13F portfolio, value $7,081,135.

    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 159,568 shares
    Change vs previous 13F -159,394 shares

    0.06% of the 13F portfolio, value $6,925,258.

    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 318,962 shares
    Change vs previous 13F +6,404 shares

    0.12% of the 13F portfolio, value $13,865,265.

    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 312,558 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,283,887.

    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).