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Steward Partners Investment Advisory, LLC: OAKM position timeline

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

Steward Partners Investment Advisory, LLC held 403,016 OAKM 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 403,016 shares
    Change vs previous 13F +1,056 shares

    0.06% of the 13F portfolio, value $11,352,964.

    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 401,960 shares
    Change vs previous 13F +46,615 shares

    0.06% of the 13F portfolio, value $11,080,030.

    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 355,345 shares
    Change vs previous 13F +18,118 shares

    0.06% of the 13F portfolio, value $10,077,587.

    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 337,227 shares
    Change vs previous 13F +53,073 shares

    0.05% of the 13F portfolio, value $9,030,939.

    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 284,154 shares
    Change vs previous 13F +186,214 shares

    0.06% of the 13F portfolio, value $7,297,075.

    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 97,940 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,394,633.

    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).