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Steward Partners Investment Advisory, LLC: IMCG position timeline

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

Steward Partners Investment Advisory, LLC held 90,518 IMCG 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 90,518 shares
    Change vs previous 13F -8,961 shares

    0.05% of the 13F portfolio, value $8,897,907.

    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 99,479 shares
    Change vs previous 13F +3,175 shares

    0.04% of the 13F portfolio, value $7,835,946.

    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 96,304 shares
    Change vs previous 13F +5,257 shares

    0.04% of the 13F portfolio, value $7,688,926.

    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 91,047 shares
    Change vs previous 13F -3,716 shares

    0.04% of the 13F portfolio, value $7,532,293.

    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 94,763 shares
    Change vs previous 13F +5,959 shares

    0.06% of the 13F portfolio, value $7,602,831.

    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 88,804 shares
    Change vs previous 13F +956 shares

    0.06% of the 13F portfolio, value $6,343,257.

    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 87,848 shares
    Change vs previous 13F +1,820 shares

    0.06% of the 13F portfolio, value $6,635,181.

    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 86,028 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,277,466.

    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).