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Steward Partners Investment Advisory, LLC: IUSB position timeline

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

Steward Partners Investment Advisory, LLC held 174,307 IUSB 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 174,307 shares
    Change vs previous 13F +46,281 shares

    0.04% of the 13F portfolio, value $8,044,290.

    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 128,026 shares
    Change vs previous 13F +52,053 shares

    0.03% of the 13F portfolio, value $5,913,515.

    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 75,973 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $3,535,774.

    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 76,222 shares
    Change vs previous 13F -13,571 shares

    0.02% of the 13F portfolio, value $3,560,332.

    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 89,793 shares
    Change vs previous 13F -6,907 shares

    0.03% of the 13F portfolio, value $4,151,139.

    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 96,700 shares
    Change vs previous 13F +6,895 shares

    0.04% of the 13F portfolio, value $4,455,919.

    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 89,805 shares
    Change vs previous 13F +9,218 shares

    0.04% of the 13F portfolio, value $4,059,203.

    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 80,587 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,797,246.

    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).