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Disclosery

Steward Partners Investment Advisory, LLC: IPM position timeline

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

Steward Partners Investment Advisory, LLC held 0 IPM shares at 2025-03-31 per its 13F-HR filed 2025-05-13.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,400 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 1,400 shares
    Change vs previous 13F -7,850 shares

    <0.01% of the 13F portfolio, value $2,786.

    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).

  3. period ended2024-09-30
    13F 9,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,878.

    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).