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Steward Partners Investment Advisory, LLC: ITWO position timeline

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

Steward Partners Investment Advisory, LLC held 78,262 ITWO 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 78,262 shares
    Change vs previous 13F +1,589 shares

    0.02% of the 13F portfolio, value $3,675,189.

    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 76,673 shares
    Change vs previous 13F +17,419 shares

    0.02% of the 13F portfolio, value $3,050,070.

    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 59,254 shares
    Change vs previous 13F +49,199 shares

    0.01% of the 13F portfolio, value $2,352,384.

    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 10,055 shares
    Change vs previous 13F +2,350 shares

    <0.01% of the 13F portfolio, value $396,539.

    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 7,705 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $280,646.

    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 7,575 shares
    Change vs previous 13F +5,750 shares

    <0.01% of the 13F portfolio, value $273,005.

    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 1,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $72,369.

    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).