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Steward Partners Investment Advisory, LLC: MGMT position timeline

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

Steward Partners Investment Advisory, LLC held 49,148 MGMT 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 49,148 shares
    Change vs previous 13F -165 shares

    0.01% of the 13F portfolio, value $2,504,564.

    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 49,313 shares
    Change vs previous 13F +9,629 shares

    0.01% of the 13F portfolio, value $2,224,888.

    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 39,684 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $1,759,199.

    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 39,686 shares
    Change vs previous 13F -3,043 shares

    0.01% of the 13F portfolio, value $1,748,168.

    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 42,729 shares
    Change vs previous 13F -3,958 shares

    0.01% of the 13F portfolio, value $1,686,940.

    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 46,687 shares
    Change vs previous 13F -7,944 shares

    0.02% of the 13F portfolio, value $1,802,103.

    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 54,631 shares
    Change vs previous 13F +1,255 shares

    0.02% of the 13F portfolio, value $2,271,825.

    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 53,376 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,055,649.

    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).