Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: NEAR position timeline

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

Steward Partners Investment Advisory, LLC held 388,871 NEAR 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 388,871 shares
    Change vs previous 13F +362,321 shares

    0.1% of the 13F portfolio, value $19,700,229.

    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 26,550 shares
    Change vs previous 13F -2,668 shares

    0.01% of the 13F portfolio, value $1,349,680.

    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 29,218 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $1,493,051.

    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 29,316 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $1,503,342.

    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 29,240 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $1,494,152.

    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 29,058 shares
    Change vs previous 13F -3,960 shares

    0.01% of the 13F portfolio, value $1,478,156.

    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 33,018 shares
    Change vs previous 13F -1,132 shares

    0.01% of the 13F portfolio, value $1,667,385.

    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 34,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,749,849.

    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).