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Steward Partners Investment Advisory, LLC: IQQQ position timeline

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

Steward Partners Investment Advisory, LLC held 176,304 IQQQ 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 176,304 shares
    Change vs previous 13F -3,833 shares

    0.05% of the 13F portfolio, value $8,956,458.

    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 180,137 shares
    Change vs previous 13F +4,791 shares

    0.04% of the 13F portfolio, value $7,510,224.

    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 175,346 shares
    Change vs previous 13F +9,350 shares

    0.04% of the 13F portfolio, value $7,799,402.

    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 165,996 shares
    Change vs previous 13F +5,932 shares

    0.04% of the 13F portfolio, value $7,312,114.

    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 160,064 shares
    Change vs previous 13F +1,743 shares

    0.05% of the 13F portfolio, value $6,546,633.

    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 158,321 shares
    Change vs previous 13F +23,276 shares

    0.05% of the 13F portfolio, value $6,150,766.

    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 135,045 shares
    Change vs previous 13F +77,862 shares

    0.05% of the 13F portfolio, value $5,765,083.

    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 57,183 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,391,393.

    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).