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Steward Partners Investment Advisory, LLC: OEF position timeline

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

Steward Partners Investment Advisory, LLC held 95,113 OEF 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 95,113 shares
    Change vs previous 13F -1,075 shares

    0.18% of the 13F portfolio, value $34,798,964.

    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 96,188 shares
    Change vs previous 13F -54,091 shares

    0.16% of the 13F portfolio, value $30,594,412.

    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 150,279 shares
    Change vs previous 13F -1,007 shares

    0.28% of the 13F portfolio, value $51,541,173.

    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 151,286 shares
    Change vs previous 13F +29,112 shares

    0.29% of the 13F portfolio, value $50,353,966.

    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 122,174 shares
    Change vs previous 13F +11,269 shares

    0.29% of the 13F portfolio, value $37,183,640.

    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 110,905 shares
    Change vs previous 13F +11,148 shares

    0.27% of the 13F portfolio, value $30,036,527.

    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 99,757 shares
    Change vs previous 13F -702 shares

    0.26% of the 13F portfolio, value $28,814,839.

    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 100,459 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $27,803,088.

    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).