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Steward Partners Investment Advisory, LLC: IVE position timeline

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

Steward Partners Investment Advisory, LLC held 88,156 IVE 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 88,156 shares
    Change vs previous 13F -13,135 shares

    0.1% of the 13F portfolio, value $20,016,654.

    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 101,291 shares
    Change vs previous 13F -45,154 shares

    0.11% of the 13F portfolio, value $21,387,620.

    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 146,445 shares
    Change vs previous 13F +31,453 shares

    0.17% of the 13F portfolio, value $31,056,679.

    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 114,992 shares
    Change vs previous 13F +19,692 shares

    0.14% of the 13F portfolio, value $23,746,931.

    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 95,300 shares
    Change vs previous 13F +26,368 shares

    0.15% of the 13F portfolio, value $18,623,569.

    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 68,932 shares
    Change vs previous 13F +14,801 shares

    0.12% of the 13F portfolio, value $13,137,074.

    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 54,131 shares
    Change vs previous 13F +709 shares

    0.09% of the 13F portfolio, value $10,332,468.

    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 53,422 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,533,306.

    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).