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Steward Partners Investment Advisory, LLC: OILT position timeline

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

Steward Partners Investment Advisory, LLC held 52,752 OILT 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 52,752 shares
    Change vs previous 13F -9,574 shares

    0.01% of the 13F portfolio, value $1,427,047.

    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 62,326 shares
    Change vs previous 13F +3,289 shares

    0.01% of the 13F portfolio, value $2,062,847.

    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 59,037 shares
    Change vs previous 13F +773 shares

    0.01% of the 13F portfolio, value $1,357,007.

    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 58,264 shares
    Change vs previous 13F +11,584 shares

    0.01% of the 13F portfolio, value $1,349,686.

    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 46,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,013,652.

    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).