Steward Partners Investment Advisory, LLC: IPAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on IPAC, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 14,462 IPAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 14,462 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $1,184,863.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,459 sharesChange vs previous 13F +14,205 shares
0.01% of the 13F portfolio, value $1,106,275.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 254 sharesChange vs previous 13F +8 shares
<0.01% of the 13F portfolio, value $18,612.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 246 sharesChange vs previous 13F -130 shares
<0.01% of the 13F portfolio, value $18,088.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 376 sharesChange vs previous 13F +49 shares
<0.01% of the 13F portfolio, value $25,808.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 327 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $20,325.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 327 sharesChange vs previous 13F +7 shares
<0.01% of the 13F portfolio, value $19,952.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 320 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $21,292.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).