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Steward Partners Investment Advisory, LLC: MSCI position timeline

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

Steward Partners Investment Advisory, LLC held 2,133 MSCI 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 2,133 shares
    Change vs previous 13F -390 shares

    0.01% of the 13F portfolio, value $1,194,753.

    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 2,523 shares
    Change vs previous 13F -2,155 shares

    0.01% of the 13F portfolio, value $1,359,923.

    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 4,678 shares
    Change vs previous 13F +1,166 shares

    0.01% of the 13F portfolio, value $2,683,909.

    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 3,512 shares
    Change vs previous 13F -2,638 shares

    0.01% of the 13F portfolio, value $1,992,744.

    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 6,150 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $3,546,951.

    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 6,200 shares
    Change vs previous 13F -1,430 shares

    0.03% of the 13F portfolio, value $3,506,101.

    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 7,630 shares
    Change vs previous 13F +172 shares

    0.04% of the 13F portfolio, value $4,578,076.

    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 7,458 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,347,492.

    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).