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Steward Partners Investment Advisory, LLC: MFSV position timeline

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

Steward Partners Investment Advisory, LLC held 18,673 MFSV 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 18,673 shares
    Change vs previous 13F -1,647 shares

    <0.01% of the 13F portfolio, value $533,488.

    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 20,320 shares
    Change vs previous 13F -627 shares

    <0.01% of the 13F portfolio, value $543,154.

    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 20,947 shares
    Change vs previous 13F -885 shares

    <0.01% of the 13F portfolio, value $555,933.

    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 21,832 shares
    Change vs previous 13F +3,603 shares

    <0.01% of the 13F portfolio, value $570,771.

    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 18,229 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $460,942.

    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).