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Steward Partners Investment Advisory, LLC: LGOV position timeline

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

Steward Partners Investment Advisory, LLC held 34,701 LGOV 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 34,701 shares
    Change vs previous 13F +8,534 shares

    <0.01% of the 13F portfolio, value $742,601.

    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 26,167 shares
    Change vs previous 13F +1,960 shares

    <0.01% of the 13F portfolio, value $564,422.

    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 24,207 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $528,439.

    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 23,898 shares
    Change vs previous 13F +2,489 shares

    <0.01% of the 13F portfolio, value $519,782.

    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 21,409 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,581.

    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).