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Steward Partners Investment Advisory, LLC: ISPY position timeline

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

Steward Partners Investment Advisory, LLC held 220,274 ISPY 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 220,274 shares
    Change vs previous 13F -3,198 shares

    0.05% of the 13F portfolio, value $10,615,024.

    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 223,472 shares
    Change vs previous 13F +6,411 shares

    0.05% of the 13F portfolio, value $9,687,509.

    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 217,061 shares
    Change vs previous 13F +10,373 shares

    0.05% of the 13F portfolio, value $9,904,513.

    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 206,688 shares
    Change vs previous 13F +153 shares

    0.05% of the 13F portfolio, value $9,323,688.

    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 206,535 shares
    Change vs previous 13F -117,759 shares

    0.07% of the 13F portfolio, value $8,763,298.

    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 324,294 shares
    Change vs previous 13F +79,128 shares

    0.12% of the 13F portfolio, value $13,649,555.

    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 245,166 shares
    Change vs previous 13F +73,712 shares

    0.1% of the 13F portfolio, value $10,858,394.

    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 171,454 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,684,572.

    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).