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Steward Partners Investment Advisory, LLC: LCF position timeline

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

Steward Partners Investment Advisory, LLC held 215,550 LCF 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 215,550 shares
    Change vs previous 13F +6,360 shares

    0.05% of the 13F portfolio, value $9,308,031.

    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 209,190 shares
    Change vs previous 13F +8,484 shares

    0.04% of the 13F portfolio, value $8,203,470.

    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 200,706 shares
    Change vs previous 13F +25,840 shares

    0.05% of the 13F portfolio, value $8,484,706.

    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 174,866 shares
    Change vs previous 13F +10,237 shares

    0.04% of the 13F portfolio, value $7,232,860.

    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 164,629 shares
    Change vs previous 13F +3,476 shares

    0.05% of the 13F portfolio, value $6,364,689.

    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 161,153 shares
    Change vs previous 13F +152,013 shares

    0.05% of the 13F portfolio, value $5,647,075.

    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 9,140 shares
    Change vs previous 13F +2,019 shares

    <0.01% of the 13F portfolio, value $331,464.

    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 7,121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,505.

    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).