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Steward Partners Investment Advisory, LLC: IYF position timeline

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

Steward Partners Investment Advisory, LLC held 129,455 IYF 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 129,455 shares
    Change vs previous 13F -194,578 shares

    0.08% of the 13F portfolio, value $16,506,826.

    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 324,033 shares
    Change vs previous 13F -94,841 shares

    0.19% of the 13F portfolio, value $38,125,754.

    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 418,874 shares
    Change vs previous 13F +101,848 shares

    0.3% of the 13F portfolio, value $54,005,387.

    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 317,026 shares
    Change vs previous 13F +290,720 shares

    0.23% of the 13F portfolio, value $40,148,157.

    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 26,306 shares
    Change vs previous 13F +12,134 shares

    0.02% of the 13F portfolio, value $3,182,787.

    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 14,172 shares
    Change vs previous 13F +4,627 shares

    0.01% of the 13F portfolio, value $1,599,277.

    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 9,545 shares
    Change vs previous 13F +5,369 shares

    0.01% of the 13F portfolio, value $1,055,517.

    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 4,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,841.

    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).