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Steward Partners Investment Advisory, LLC: ONEY position timeline

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

Steward Partners Investment Advisory, LLC held 56,492 ONEY 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 56,492 shares
    Change vs previous 13F -872 shares

    0.04% of the 13F portfolio, value $7,236,676.

    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 57,364 shares
    Change vs previous 13F -3,930 shares

    0.04% of the 13F portfolio, value $6,886,558.

    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 61,294 shares
    Change vs previous 13F +4,329 shares

    0.04% of the 13F portfolio, value $6,960,618.

    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 56,965 shares
    Change vs previous 13F +3,933 shares

    0.04% of the 13F portfolio, value $6,446,061.

    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 53,032 shares
    Change vs previous 13F +2,273 shares

    0.04% of the 13F portfolio, value $5,741,668.

    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 50,759 shares
    Change vs previous 13F +35,381 shares

    0.05% of the 13F portfolio, value $5,544,754.

    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 15,378 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,674,140.

    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).