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Steward Partners Investment Advisory, LLC: ONEQ position timeline

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

Steward Partners Investment Advisory, LLC held 116,093 ONEQ 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 116,093 shares
    Change vs previous 13F +76,515 shares

    0.06% of the 13F portfolio, value $11,983,133.

    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 39,578 shares
    Change vs previous 13F -155,751 shares

    0.02% of the 13F portfolio, value $3,360,568.

    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 195,329 shares
    Change vs previous 13F +4,079 shares

    0.1% of the 13F portfolio, value $17,853,104.

    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 191,250 shares
    Change vs previous 13F +2,408 shares

    0.1% of the 13F portfolio, value $17,046,104.

    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 188,842 shares
    Change vs previous 13F +176,075 shares

    0.12% of the 13F portfolio, value $15,126,281.

    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 12,767 shares
    Change vs previous 13F -225,991 shares

    0.01% of the 13F portfolio, value $868,986.

    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 238,758 shares
    Change vs previous 13F +74,093 shares

    0.16% of the 13F portfolio, value $18,159,911.

    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 164,665 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,790,004.

    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).