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Steward Partners Investment Advisory, LLC: KDP position timeline

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

Steward Partners Investment Advisory, LLC held 14,123 KDP 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 14,123 shares
    Change vs previous 13F -4,615 shares

    <0.01% of the 13F portfolio, value $462,256.

    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 18,738 shares
    Change vs previous 13F +2,997 shares

    <0.01% of the 13F portfolio, value $493,371.

    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 15,741 shares
    Change vs previous 13F -1,718 shares

    <0.01% of the 13F portfolio, value $440,905.

    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 17,459 shares
    Change vs previous 13F -1,964 shares

    <0.01% of the 13F portfolio, value $445,378.

    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 19,423 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $642,124.

    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 19,162 shares
    Change vs previous 13F +170 shares

    0.01% of the 13F portfolio, value $655,724.

    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 18,992 shares
    Change vs previous 13F -4,079 shares

    0.01% of the 13F portfolio, value $610,023.

    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 23,071 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $864,701.

    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).