Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: INVH position timeline

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

Steward Partners Investment Advisory, LLC held 20,740 INVH 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 20,740 shares
    Change vs previous 13F +13,240 shares

    <0.01% of the 13F portfolio, value $626,564.

    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 7,500 shares
    Change vs previous 13F -574 shares

    <0.01% of the 13F portfolio, value $186,376.

    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 8,074 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $224,376.

    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 8,065 shares
    Change vs previous 13F -347 shares

    <0.01% of the 13F portfolio, value $236,547.

    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 8,412 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $275,914.

    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 8,407 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $292,984.

    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 8,386 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $268,100.

    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 8,387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $295,725.

    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).