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Steward Partners Investment Advisory, LLC: IWR position timeline

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

Steward Partners Investment Advisory, LLC held 569,685 IWR 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 569,685 shares
    Change vs previous 13F +15,435 shares

    0.32% of the 13F portfolio, value $62,847,598.

    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 554,250 shares
    Change vs previous 13F +25,377 shares

    0.27% of the 13F portfolio, value $53,889,708.

    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 528,873 shares
    Change vs previous 13F +42,896 shares

    0.28% of the 13F portfolio, value $50,914,566.

    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 485,977 shares
    Change vs previous 13F +3,841 shares

    0.27% of the 13F portfolio, value $46,921,068.

    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 482,136 shares
    Change vs previous 13F +1,641 shares

    0.35% of the 13F portfolio, value $44,342,065.

    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 480,495 shares
    Change vs previous 13F +22,277 shares

    0.36% of the 13F portfolio, value $40,875,670.

    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 458,218 shares
    Change vs previous 13F +7,403 shares

    0.36% of the 13F portfolio, value $40,506,503.

    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 450,815 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $39,734,833.

    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).