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Steward Partners Investment Advisory, LLC: IYW position timeline

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

Steward Partners Investment Advisory, LLC held 50,749 IYW 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 50,749 shares
    Change vs previous 13F -5,970 shares

    0.07% of the 13F portfolio, value $12,800,499.

    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 56,719 shares
    Change vs previous 13F -15,938 shares

    0.05% of the 13F portfolio, value $10,289,977.

    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 72,657 shares
    Change vs previous 13F +6,363 shares

    0.08% of the 13F portfolio, value $14,508,152.

    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 66,294 shares
    Change vs previous 13F -32,089 shares

    0.07% of the 13F portfolio, value $12,984,389.

    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 98,383 shares
    Change vs previous 13F +16,290 shares

    0.13% of the 13F portfolio, value $17,046,845.

    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 82,093 shares
    Change vs previous 13F +6,212 shares

    0.1% of the 13F portfolio, value $11,529,207.

    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 75,881 shares
    Change vs previous 13F +3,257 shares

    0.11% of the 13F portfolio, value $12,104,583.

    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 72,624 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,011,197.

    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).