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Steward Partners Investment Advisory, LLC: O position timeline

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

Steward Partners Investment Advisory, LLC held 247,873 O 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 247,873 shares
    Change vs previous 13F +8,764 shares

    0.08% of the 13F portfolio, value $15,358,226.

    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 239,109 shares
    Change vs previous 13F +20,708 shares

    0.07% of the 13F portfolio, value $14,628,671.

    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 218,401 shares
    Change vs previous 13F +8,281 shares

    0.07% of the 13F portfolio, value $12,311,255.

    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 210,120 shares
    Change vs previous 13F -49,544 shares

    0.07% of the 13F portfolio, value $12,773,239.

    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 259,664 shares
    Change vs previous 13F +15,730 shares

    0.12% of the 13F portfolio, value $14,959,237.

    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 243,934 shares
    Change vs previous 13F +30,552 shares

    0.13% of the 13F portfolio, value $14,150,587.

    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 213,382 shares
    Change vs previous 13F +161,922 shares

    0.1% of the 13F portfolio, value $11,396,722.

    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 51,460 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,263,574.

    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).