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Steward Partners Investment Advisory, LLC: ITA position timeline

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

Steward Partners Investment Advisory, LLC held 59,421 ITA 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 59,421 shares
    Change vs previous 13F -16,398 shares

    0.07% of the 13F portfolio, value $14,404,949.

    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 75,819 shares
    Change vs previous 13F -14,846 shares

    0.08% of the 13F portfolio, value $16,585,391.

    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 90,665 shares
    Change vs previous 13F +16,022 shares

    0.11% of the 13F portfolio, value $19,465,010.

    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 74,643 shares
    Change vs previous 13F +18,400 shares

    0.09% of the 13F portfolio, value $15,619,904.

    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 56,243 shares
    Change vs previous 13F +20,130 shares

    0.08% of the 13F portfolio, value $10,609,683.

    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 36,113 shares
    Change vs previous 13F +1,133 shares

    0.05% of the 13F portfolio, value $5,528,921.

    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 34,980 shares
    Change vs previous 13F +5,516 shares

    0.05% of the 13F portfolio, value $5,084,355.

    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 29,464 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,408,961.

    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).