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Steward Partners Investment Advisory, LLC: IWD position timeline

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

Steward Partners Investment Advisory, LLC held 382,011 IWD 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 382,011 shares
    Change vs previous 13F +1,290 shares

    0.47% of the 13F portfolio, value $92,610,989.

    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 380,721 shares
    Change vs previous 13F +70,782 shares

    0.41% of the 13F portfolio, value $81,348,544.

    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 309,939 shares
    Change vs previous 13F +2,706 shares

    0.36% of the 13F portfolio, value $65,192,532.

    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 307,233 shares
    Change vs previous 13F +18,340 shares

    0.36% of the 13F portfolio, value $62,549,555.

    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 288,893 shares
    Change vs previous 13F -30,815 shares

    0.44% of the 13F portfolio, value $56,111,751.

    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 319,708 shares
    Change vs previous 13F +67,818 shares

    0.53% of the 13F portfolio, value $60,156,145.

    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 251,890 shares
    Change vs previous 13F +3,491 shares

    0.41% of the 13F portfolio, value $46,632,300.

    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 248,399 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $47,146,282.

    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).