Steward Partners Investment Advisory, LLC: NVST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on NVST, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 203 NVST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 203 sharesChange vs previous 13F +164 shares
<0.01% of the 13F portfolio, value $5,349.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $989.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $847.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39 sharesChange vs previous 13F -107 shares
<0.01% of the 13F portfolio, value $794.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 146 sharesChange vs previous 13F -486 shares
<0.01% of the 13F portfolio, value $2,853.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 632 sharesChange vs previous 13F +58 shares
<0.01% of the 13F portfolio, value $10,908.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 574 sharesChange vs previous 13F -64 shares
<0.01% of the 13F portfolio, value $11,072.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 638 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $12,607.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).