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Steward Partners Investment Advisory, LLC: IUS position timeline

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

Steward Partners Investment Advisory, LLC held 12,283 IUS 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 12,283 shares
    Change vs previous 13F -3,330 shares

    <0.01% of the 13F portfolio, value $805,514.

    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 15,613 shares
    Change vs previous 13F -1,683 shares

    <0.01% of the 13F portfolio, value $904,190.

    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 17,296 shares
    Change vs previous 13F -10,831 shares

    0.01% of the 13F portfolio, value $988,646.

    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 28,127 shares
    Change vs previous 13F -5,821 shares

    0.01% of the 13F portfolio, value $1,552,892.

    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 33,948 shares
    Change vs previous 13F -3,544 shares

    0.01% of the 13F portfolio, value $1,748,322.

    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 37,492 shares
    Change vs previous 13F +24,504 shares

    0.02% of the 13F portfolio, value $1,850,605.

    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 12,988 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $645,114.

    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).