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Steward Partners Investment Advisory, LLC: MSI position timeline

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

Steward Partners Investment Advisory, LLC held 87,477 MSI 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 87,477 shares
    Change vs previous 13F +306 shares

    0.19% of the 13F portfolio, value $36,328,296.

    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 87,171 shares
    Change vs previous 13F +21,073 shares

    0.19% of the 13F portfolio, value $37,829,406.

    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 66,098 shares
    Change vs previous 13F -4,255 shares

    0.14% of the 13F portfolio, value $25,336,617.

    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 70,353 shares
    Change vs previous 13F -22,397 shares

    0.18% of the 13F portfolio, value $32,171,526.

    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 92,750 shares
    Change vs previous 13F +5,836 shares

    0.3% of the 13F portfolio, value $38,997,598.

    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 86,914 shares
    Change vs previous 13F +7,206 shares

    0.34% of the 13F portfolio, value $38,051,874.

    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 79,708 shares
    Change vs previous 13F +6,051 shares

    0.33% of the 13F portfolio, value $36,843,819.

    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 73,657 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $33,118,321.

    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).