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Steward Partners Investment Advisory, LLC: NDAQ position timeline

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

Steward Partners Investment Advisory, LLC held 18,818 NDAQ 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 18,818 shares
    Change vs previous 13F -5,595 shares

    0.01% of the 13F portfolio, value $1,483,246.

    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 24,413 shares
    Change vs previous 13F -4,898 shares

    0.01% of the 13F portfolio, value $2,072,456.

    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 29,311 shares
    Change vs previous 13F +2,097 shares

    0.02% of the 13F portfolio, value $2,847,038.

    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 27,214 shares
    Change vs previous 13F -590 shares

    0.01% of the 13F portfolio, value $2,407,068.

    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 27,804 shares
    Change vs previous 13F +5,970 shares

    0.02% of the 13F portfolio, value $2,486,197.

    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 21,834 shares
    Change vs previous 13F -1,415 shares

    0.01% of the 13F portfolio, value $1,656,312.

    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 23,249 shares
    Change vs previous 13F +501 shares

    0.02% of the 13F portfolio, value $1,797,371.

    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 22,748 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,660,819.

    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).