Skip to content

Steward Partners Investment Advisory, LLC: NUW position timeline

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

Steward Partners Investment Advisory, LLC held 12,257 NUW 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 12,257 shares
    Change vs previous 13F +4,609 shares

    <0.01% of the 13F portfolio, value $176,261.

    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 7,648 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $109,600.

    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 7,614 shares
    Change vs previous 13F +2,769 shares

    <0.01% of the 13F portfolio, value $108,959.

    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 4,845 shares
    Change vs previous 13F +1,365 shares

    <0.01% of the 13F portfolio, value $68,698.

    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 3,480 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $47,603.

    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 3,456 shares
    Change vs previous 13F +93 shares

    <0.01% of the 13F portfolio, value $47,481.

    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 3,363 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $45,671.

    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 3,334 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,404.

    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).