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Steward Partners Investment Advisory, LLC: IWF position timeline

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

Steward Partners Investment Advisory, LLC held 986,551 IWF 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 986,551 shares
    Change vs previous 13F +662,296 shares

    0.63% of the 13F portfolio, value $122,500,088.

    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 324,255 shares
    Change vs previous 13F +9,790 shares

    0.71% of the 13F portfolio, value $138,262,235.

    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 314,465 shares
    Change vs previous 13F -30,810 shares

    0.82% of the 13F portfolio, value $148,836,569.

    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 345,275 shares
    Change vs previous 13F +109,679 shares

    0.93% of the 13F portfolio, value $161,730,259.

    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 235,596 shares
    Change vs previous 13F +3,132 shares

    0.78% of the 13F portfolio, value $100,029,411.

    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 232,464 shares
    Change vs previous 13F +14,295 shares

    0.74% of the 13F portfolio, value $83,940,347.

    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 218,169 shares
    Change vs previous 13F +7,648 shares

    0.78% of the 13F portfolio, value $87,612,375.

    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 210,521 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $79,025,511.

    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).