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Steward Partners Investment Advisory, LLC: INCM position timeline

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

Steward Partners Investment Advisory, LLC held 181,408 INCM 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 181,408 shares
    Change vs previous 13F +10,771 shares

    0.03% of the 13F portfolio, value $5,234,528.

    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 170,637 shares
    Change vs previous 13F +9,440 shares

    0.03% of the 13F portfolio, value $4,905,814.

    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 161,197 shares
    Change vs previous 13F +11,233 shares

    0.02% of the 13F portfolio, value $4,519,964.

    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 149,964 shares
    Change vs previous 13F +19,366 shares

    0.02% of the 13F portfolio, value $4,160,001.

    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 130,598 shares
    Change vs previous 13F +17,180 shares

    0.03% of the 13F portfolio, value $3,532,676.

    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 113,418 shares
    Change vs previous 13F +5,315 shares

    0.03% of the 13F portfolio, value $3,020,321.

    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 108,103 shares
    Change vs previous 13F +40,387 shares

    0.03% of the 13F portfolio, value $2,821,488.

    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 67,716 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,840,521.

    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).