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Steward Partners Investment Advisory, LLC: MMD position timeline

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

Steward Partners Investment Advisory, LLC held 35,240 MMD 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 35,240 shares
    Change vs previous 13F +11,792 shares

    <0.01% of the 13F portfolio, value $546,224.

    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 23,448 shares
    Change vs previous 13F -7,227 shares

    <0.01% of the 13F portfolio, value $348,199.

    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 30,675 shares
    Change vs previous 13F -1,624 shares

    <0.01% of the 13F portfolio, value $456,134.

    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 32,299 shares
    Change vs previous 13F +270 shares

    <0.01% of the 13F portfolio, value $488,678.

    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 32,029 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $473,709.

    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 32,163 shares
    Change vs previous 13F -1,400 shares

    <0.01% of the 13F portfolio, value $485,018.

    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 33,563 shares
    Change vs previous 13F -5,659 shares

    <0.01% of the 13F portfolio, value $501,096.

    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 39,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $661,283.

    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).