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Steward Partners Investment Advisory, LLC: MFSI position timeline

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

Steward Partners Investment Advisory, LLC held 31,015 MFSI 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 31,015 shares
    Change vs previous 13F -2,455 shares

    0.01% of the 13F portfolio, value $1,007,380.

    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 33,470 shares
    Change vs previous 13F +2,391 shares

    0.01% of the 13F portfolio, value $994,740.

    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 31,079 shares
    Change vs previous 13F -795 shares

    0.01% of the 13F portfolio, value $946,367.

    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 31,874 shares
    Change vs previous 13F +17,032 shares

    0.01% of the 13F portfolio, value $941,558.

    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 14,842 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $422,255.

    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).