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Steward Partners Investment Advisory, LLC: MMTM position timeline

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

Steward Partners Investment Advisory, LLC held 26,252 MMTM 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 26,252 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $8,215,461.

    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 26,176 shares
    Change vs previous 13F +2,026 shares

    0.04% of the 13F portfolio, value $7,334,544.

    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 24,150 shares
    Change vs previous 13F +222 shares

    0.04% of the 13F portfolio, value $7,053,393.

    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 23,928 shares
    Change vs previous 13F +230 shares

    0.04% of the 13F portfolio, value $6,835,493.

    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 23,698 shares
    Change vs previous 13F +2,608 shares

    0.05% of the 13F portfolio, value $6,317,553.

    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 21,090 shares
    Change vs previous 13F +3,844 shares

    0.04% of the 13F portfolio, value $5,080,752.

    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 17,246 shares
    Change vs previous 13F +1,565 shares

    0.04% of the 13F portfolio, value $4,489,229.

    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 15,681 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,948,639.

    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).