Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: LVHI position timeline

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

Steward Partners Investment Advisory, LLC held 100,389 LVHI 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 100,389 shares
    Change vs previous 13F -199,120 shares

    0.02% of the 13F portfolio, value $4,074,305.

    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 299,509 shares
    Change vs previous 13F -774 shares

    0.06% of the 13F portfolio, value $12,142,095.

    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 300,283 shares
    Change vs previous 13F +1,110 shares

    0.06% of the 13F portfolio, value $11,056,420.

    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 299,173 shares
    Change vs previous 13F +3,253 shares

    0.06% of the 13F portfolio, value $10,396,256.

    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 295,920 shares
    Change vs previous 13F +76,049 shares

    0.08% of the 13F portfolio, value $9,632,190.

    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 219,871 shares
    Change vs previous 13F +210,781 shares

    0.06% of the 13F portfolio, value $7,117,239.

    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 9,090 shares
    Change vs previous 13F +1,674 shares

    <0.01% of the 13F portfolio, value $277,427.

    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 7,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $230,489.

    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).