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Disclosery

Steward Partners Investment Advisory, LLC: ISD position timeline

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

Steward Partners Investment Advisory, LLC held 82,456 ISD 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 82,456 shares
    Change vs previous 13F -5,547 shares

    0.01% of the 13F portfolio, value $1,076,879.

    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 88,003 shares
    Change vs previous 13F +206 shares

    0.01% of the 13F portfolio, value $1,158,122.

    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 87,797 shares
    Change vs previous 13F -2,840 shares

    0.01% of the 13F portfolio, value $1,270,424.

    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 90,637 shares
    Change vs previous 13F +2,712 shares

    0.01% of the 13F portfolio, value $1,303,361.

    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 87,925 shares
    Change vs previous 13F +2,531 shares

    0.01% of the 13F portfolio, value $1,245,903.

    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 85,394 shares
    Change vs previous 13F -16,403 shares

    0.01% of the 13F portfolio, value $1,216,866.

    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 101,797 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $1,392,582.

    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 101,899 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,420,466.

    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).