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Steward Partners Investment Advisory, LLC: IVW position timeline

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

Steward Partners Investment Advisory, LLC held 795,103 IVW 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 795,103 shares
    Change vs previous 13F -566,998 shares

    0.56% of the 13F portfolio, value $109,350,464.

    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 1,362,101 shares
    Change vs previous 13F +21,364 shares

    0.79% of the 13F portfolio, value $154,067,261.

    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 1,340,737 shares
    Change vs previous 13F -222,025 shares

    0.91% of the 13F portfolio, value $165,259,317.

    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 1,562,762 shares
    Change vs previous 13F +799,265 shares

    1.08% of the 13F portfolio, value $188,656,671.

    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 763,497 shares
    Change vs previous 13F +234,048 shares

    0.66% of the 13F portfolio, value $84,061,070.

    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 529,449 shares
    Change vs previous 13F +30,171 shares

    0.43% of the 13F portfolio, value $49,148,750.

    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 499,278 shares
    Change vs previous 13F -55,843 shares

    0.45% of the 13F portfolio, value $50,691,689.

    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 555,121 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $53,152,854.

    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).