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Steward Partners Investment Advisory, LLC: MO position timeline

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

Steward Partners Investment Advisory, LLC held 188,067 MO 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 188,067 shares
    Change vs previous 13F +16,149 shares

    0.07% of the 13F portfolio, value $13,531,429.

    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 171,918 shares
    Change vs previous 13F +22,725 shares

    0.06% of the 13F portfolio, value $11,344,834.

    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 149,193 shares
    Change vs previous 13F +11,473 shares

    0.05% of the 13F portfolio, value $8,602,504.

    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 137,720 shares
    Change vs previous 13F -7,175 shares

    0.05% of the 13F portfolio, value $9,097,792.

    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 144,895 shares
    Change vs previous 13F +11,697 shares

    0.07% of the 13F portfolio, value $8,495,211.

    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 133,198 shares
    Change vs previous 13F +7,327 shares

    0.07% of the 13F portfolio, value $7,994,544.

    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 125,871 shares
    Change vs previous 13F +21,281 shares

    0.06% of the 13F portfolio, value $6,581,804.

    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 104,590 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,338,259.

    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).