Steward Partners Investment Advisory, LLC: M position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on M, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 598 M shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 598 sharesChange vs previous 13F +86 shares
<0.01% of the 13F portfolio, value $14,083.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 512 sharesChange vs previous 13F -118 shares
<0.01% of the 13F portfolio, value $9,262.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 630 sharesChange vs previous 13F -608 shares
<0.01% of the 13F portfolio, value $13,891.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,238 sharesChange vs previous 13F +561 shares
<0.01% of the 13F portfolio, value $22,197.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 677 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $7,894.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 675 sharesChange vs previous 13F -299 shares
<0.01% of the 13F portfolio, value $8,479.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 974 sharesChange vs previous 13F +130 shares
<0.01% of the 13F portfolio, value $16,485.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 844 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $13,247.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).