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Steward Partners Investment Advisory, LLC: MORT position timeline

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

Steward Partners Investment Advisory, LLC held 199,419 MORT 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 199,419 shares
    Change vs previous 13F -21,148 shares

    0.01% of the 13F portfolio, value $2,065,981.

    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 220,567 shares
    Change vs previous 13F +75,463 shares

    0.01% of the 13F portfolio, value $2,263,018.

    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 145,104 shares
    Change vs previous 13F +63,834 shares

    0.01% of the 13F portfolio, value $1,525,044.

    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 81,270 shares
    Change vs previous 13F +12,589 shares

    0.01% of the 13F portfolio, value $875,279.

    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 68,681 shares
    Change vs previous 13F -765 shares

    0.01% of the 13F portfolio, value $725,269.

    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 69,446 shares
    Change vs previous 13F +883 shares

    0.01% of the 13F portfolio, value $775,716.

    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 68,563 shares
    Change vs previous 13F +17,093 shares

    0.01% of the 13F portfolio, value $728,139.

    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 51,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $621,243.

    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).