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Steward Partners Investment Advisory, LLC: OUNZ position timeline

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

Steward Partners Investment Advisory, LLC held 27,013 OUNZ 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 27,013 shares
    Change vs previous 13F +7,164 shares

    0.01% of the 13F portfolio, value $1,042,432.

    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 19,849 shares
    Change vs previous 13F +3,581 shares

    <0.01% of the 13F portfolio, value $894,197.

    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 16,268 shares
    Change vs previous 13F +1,344 shares

    <0.01% of the 13F portfolio, value $674,797.

    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 14,924 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $555,024.

    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 14,924 shares
    Change vs previous 13F +4,752 shares

    <0.01% of the 13F portfolio, value $475,926.

    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 10,172 shares
    Change vs previous 13F +1,254 shares

    <0.01% of the 13F portfolio, value $306,584.

    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 8,918 shares
    Change vs previous 13F +866 shares

    <0.01% of the 13F portfolio, value $225,625.

    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 8,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,440.

    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).