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Steward Partners Investment Advisory, LLC: IVV position timeline

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

Steward Partners Investment Advisory, LLC held 548,973 IVV 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 548,973 shares
    Change vs previous 13F -153,903 shares

    2.1% of the 13F portfolio, value $411,120,414.

    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 702,876 shares
    Change vs previous 13F +80,291 shares

    2.34% of the 13F portfolio, value $459,125,371.

    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 622,585 shares
    Change vs previous 13F +2,984 shares

    2.34% of the 13F portfolio, value $426,433,103.

    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 619,601 shares
    Change vs previous 13F +193,573 shares

    2.38% of the 13F portfolio, value $414,699,982.

    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 426,028 shares
    Change vs previous 13F +26,112 shares

    2.07% of the 13F portfolio, value $264,521,343.

    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 399,916 shares
    Change vs previous 13F +34,803 shares

    1.99% of the 13F portfolio, value $224,712,860.

    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 365,113 shares
    Change vs previous 13F +22,640 shares

    1.91% of the 13F portfolio, value $214,934,394.

    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 342,473 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $197,545,367.

    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).