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Steward Partners Investment Advisory, LLC: IQI position timeline

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

Steward Partners Investment Advisory, LLC held 23,882 IQI 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 23,882 shares
    Change vs previous 13F +9,824 shares

    <0.01% of the 13F portfolio, value $241,685.

    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 14,058 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $135,237.

    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 13,944 shares
    Change vs previous 13F +1,681 shares

    <0.01% of the 13F portfolio, value $138,882.

    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 12,263 shares
    Change vs previous 13F +2,495 shares

    <0.01% of the 13F portfolio, value $120,790.

    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 9,768 shares
    Change vs previous 13F +211 shares

    <0.01% of the 13F portfolio, value $91,624.

    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 9,557 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $92,507.

    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 9,373 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $92,420.

    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 9,198 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,023.

    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).