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Steward Partners Investment Advisory, LLC: IWM position timeline

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

Steward Partners Investment Advisory, LLC held 111,126 IWM 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 111,126 shares
    Change vs previous 13F +32,864 shares

    0.17% of the 13F portfolio, value $33,387,772.

    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 78,262 shares
    Change vs previous 13F +15,983 shares

    0.1% of the 13F portfolio, value $19,408,984.

    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 62,279 shares
    Change vs previous 13F +5,434 shares

    0.08% of the 13F portfolio, value $15,330,542.

    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 56,845 shares
    Change vs previous 13F -4,849 shares

    0.08% of the 13F portfolio, value $13,754,042.

    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 61,694 shares
    Change vs previous 13F -409 shares

    0.1% of the 13F portfolio, value $13,313,032.

    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 62,103 shares
    Change vs previous 13F -110,847 shares

    0.11% of the 13F portfolio, value $12,388,974.

    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 172,950 shares
    Change vs previous 13F +37,497 shares

    0.34% of the 13F portfolio, value $38,215,113.

    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 135,453 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $29,920,143.

    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).