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Disclosery

Steward Partners Investment Advisory, LLC: IWN position timeline

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

Steward Partners Investment Advisory, LLC held 9,756 IWN 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 9,756 shares
    Change vs previous 13F -742 shares

    0.01% of the 13F portfolio, value $2,157,999.

    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 10,498 shares
    Change vs previous 13F -2,734 shares

    0.01% of the 13F portfolio, value $1,990,405.

    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 13,232 shares
    Change vs previous 13F +1,835 shares

    0.01% of the 13F portfolio, value $2,397,724.

    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 11,397 shares
    Change vs previous 13F +2,904 shares

    0.01% of the 13F portfolio, value $2,015,022.

    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 8,493 shares
    Change vs previous 13F -99 shares

    0.01% of the 13F portfolio, value $1,339,806.

    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 8,592 shares
    Change vs previous 13F -251 shares

    0.01% of the 13F portfolio, value $1,297,288.

    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 8,843 shares
    Change vs previous 13F -140 shares

    0.01% of the 13F portfolio, value $1,451,870.

    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 8,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,498,625.

    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).