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Steward Partners Investment Advisory, LLC: IYC position timeline

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

Steward Partners Investment Advisory, LLC held 27,721 IYC 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 27,721 shares
    Change vs previous 13F -28,549 shares

    0.01% of the 13F portfolio, value $2,802,554.

    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 56,270 shares
    Change vs previous 13F +23,110 shares

    0.03% of the 13F portfolio, value $5,453,668.

    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 33,160 shares
    Change vs previous 13F -423 shares

    0.02% of the 13F portfolio, value $3,419,810.

    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 33,583 shares
    Change vs previous 13F +9,101 shares

    0.02% of the 13F portfolio, value $3,519,525.

    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 24,482 shares
    Change vs previous 13F +15,835 shares

    0.02% of the 13F portfolio, value $2,439,398.

    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 8,647 shares
    Change vs previous 13F -6,456 shares

    0.01% of the 13F portfolio, value $763,746.

    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 15,103 shares
    Change vs previous 13F +330 shares

    0.01% of the 13F portfolio, value $1,452,002.

    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 14,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,299,138.

    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).