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Steward Partners Investment Advisory, LLC: IWS position timeline

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

Steward Partners Investment Advisory, LLC held 122,009 IWS 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 122,009 shares
    Change vs previous 13F +1,397 shares

    0.1% of the 13F portfolio, value $20,082,699.

    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 120,612 shares
    Change vs previous 13F -737 shares

    0.09% of the 13F portfolio, value $17,578,044.

    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 121,349 shares
    Change vs previous 13F -117 shares

    0.09% of the 13F portfolio, value $17,116,247.

    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 121,466 shares
    Change vs previous 13F -1,638 shares

    0.1% of the 13F portfolio, value $16,965,100.

    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 123,104 shares
    Change vs previous 13F +3,696 shares

    0.13% of the 13F portfolio, value $16,266,929.

    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 119,408 shares
    Change vs previous 13F +5,049 shares

    0.13% of the 13F portfolio, value $15,041,826.

    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 114,359 shares
    Change vs previous 13F +2,513 shares

    0.13% of the 13F portfolio, value $14,791,234.

    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 111,846 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $14,791,683.

    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).