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Steward Partners Investment Advisory, LLC: MUB position timeline

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

Steward Partners Investment Advisory, LLC held 228,418 MUB 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 228,418 shares
    Change vs previous 13F -20,369 shares

    0.13% of the 13F portfolio, value $24,582,292.

    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 248,787 shares
    Change vs previous 13F +16,373 shares

    0.13% of the 13F portfolio, value $26,408,774.

    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 232,414 shares
    Change vs previous 13F +9,942 shares

    0.14% of the 13F portfolio, value $24,893,865.

    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 222,472 shares
    Change vs previous 13F +46,334 shares

    0.14% of the 13F portfolio, value $23,691,117.

    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 176,138 shares
    Change vs previous 13F -20,276 shares

    0.14% of the 13F portfolio, value $18,402,889.

    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 196,414 shares
    Change vs previous 13F +2,056 shares

    0.18% of the 13F portfolio, value $20,709,919.

    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 194,358 shares
    Change vs previous 13F +2,368 shares

    0.18% of the 13F portfolio, value $20,708,830.

    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 191,990 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,855,883.

    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).