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Steward Partners Investment Advisory, LLC: MUNI position timeline

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

Steward Partners Investment Advisory, LLC held 70,937 MUNI 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 70,937 shares
    Change vs previous 13F +2,116 shares

    0.02% of the 13F portfolio, value $3,731,298.

    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 68,821 shares
    Change vs previous 13F +14,165 shares

    0.02% of the 13F portfolio, value $3,591,755.

    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 54,656 shares
    Change vs previous 13F +472 shares

    0.02% of the 13F portfolio, value $2,864,516.

    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 54,184 shares
    Change vs previous 13F +699 shares

    0.02% of the 13F portfolio, value $2,832,759.

    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 53,485 shares
    Change vs previous 13F +7,653 shares

    0.02% of the 13F portfolio, value $2,746,997.

    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 45,832 shares
    Change vs previous 13F +23,350 shares

    0.02% of the 13F portfolio, value $2,362,646.

    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 22,482 shares
    Change vs previous 13F -19,953 shares

    0.01% of the 13F portfolio, value $1,162,977.

    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 42,435 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,248,202.

    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).