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Steward Partners Investment Advisory, LLC: IHF position timeline

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

Steward Partners Investment Advisory, LLC held 6,772 IHF 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 6,772 shares
    Change vs previous 13F -2,248 shares

    <0.01% of the 13F portfolio, value $374,703.

    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 9,020 shares
    Change vs previous 13F -6,111 shares

    <0.01% of the 13F portfolio, value $377,492.

    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 15,131 shares
    Change vs previous 13F -338 shares

    <0.01% of the 13F portfolio, value $725,431.

    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 15,469 shares
    Change vs previous 13F -85 shares

    <0.01% of the 13F portfolio, value $763,997.

    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 15,554 shares
    Change vs previous 13F +1,908 shares

    0.01% of the 13F portfolio, value $756,694.

    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 13,646 shares
    Change vs previous 13F +3,291 shares

    0.01% of the 13F portfolio, value $720,507.

    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 10,355 shares
    Change vs previous 13F +378 shares

    <0.01% of the 13F portfolio, value $496,954.

    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 9,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $569,813.

    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).