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Steward Partners Investment Advisory, LLC: MHF position timeline

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

Steward Partners Investment Advisory, LLC held 36,795 MHF 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 36,795 shares
    Change vs previous 13F +13,576 shares

    <0.01% of the 13F portfolio, value $257,566.

    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 23,219 shares
    Change vs previous 13F +5,493 shares

    <0.01% of the 13F portfolio, value $161,141.

    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 17,726 shares
    Change vs previous 13F +3,452 shares

    <0.01% of the 13F portfolio, value $121,956.

    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 14,274 shares
    Change vs previous 13F +4,739 shares

    <0.01% of the 13F portfolio, value $103,202.

    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 9,535 shares
    Change vs previous 13F -694 shares

    <0.01% of the 13F portfolio, value $66,271.

    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 10,229 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $75,800.

    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 10,169 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $69,146.

    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 10,063 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $72,755.

    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).