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Steward Partners Investment Advisory, LLC: IYH position timeline

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

Steward Partners Investment Advisory, LLC held 126,850 IYH 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 126,850 shares
    Change vs previous 13F +15,517 shares

    0.04% of the 13F portfolio, value $8,500,195.

    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 111,333 shares
    Change vs previous 13F -13,807 shares

    0.03% of the 13F portfolio, value $6,862,522.

    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 125,140 shares
    Change vs previous 13F +2,621 shares

    0.04% of the 13F portfolio, value $8,146,625.

    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 122,519 shares
    Change vs previous 13F +4,786 shares

    0.04% of the 13F portfolio, value $7,194,337.

    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 117,733 shares
    Change vs previous 13F +39,800 shares

    0.05% of the 13F portfolio, value $6,649,578.

    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 77,933 shares
    Change vs previous 13F -844 shares

    0.04% of the 13F portfolio, value $4,745,342.

    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 78,777 shares
    Change vs previous 13F -2,151 shares

    0.04% of the 13F portfolio, value $4,590,308.

    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 80,928 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,260,345.

    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).