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Steward Partners Investment Advisory, LLC: MX position timeline

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

Steward Partners Investment Advisory, LLC held 153,347 MX 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 153,347 shares
    Change vs previous 13F -43,655 shares

    <0.01% of the 13F portfolio, value $725,331.

    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 197,002 shares
    Change vs previous 13F +950 shares

    <0.01% of the 13F portfolio, value $551,606.

    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 196,052 shares
    Change vs previous 13F -6,800 shares

    <0.01% of the 13F portfolio, value $499,933.

    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 202,852 shares
    Change vs previous 13F +3,175 shares

    <0.01% of the 13F portfolio, value $634,927.

    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 199,677 shares
    Change vs previous 13F +29,800 shares

    0.01% of the 13F portfolio, value $794,714.

    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 169,877 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $582,678.

    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).