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Steward Partners Investment Advisory, LLC: IYE position timeline

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

Steward Partners Investment Advisory, LLC held 38,071 IYE 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 38,071 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $2,154,422.

    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 38,223 shares
    Change vs previous 13F -2,032 shares

    0.01% of the 13F portfolio, value $2,475,744.

    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 40,255 shares
    Change vs previous 13F -2,797 shares

    0.01% of the 13F portfolio, value $1,913,286.

    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 43,052 shares
    Change vs previous 13F +3,075 shares

    0.01% of the 13F portfolio, value $2,045,850.

    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 39,977 shares
    Change vs previous 13F -9,254 shares

    0.01% of the 13F portfolio, value $1,807,776.

    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 49,231 shares
    Change vs previous 13F -1,215 shares

    0.02% of the 13F portfolio, value $2,427,088.

    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 50,446 shares
    Change vs previous 13F -3,002 shares

    0.02% of the 13F portfolio, value $2,298,824.

    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 53,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,476,780.

    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).