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Steward Partners Investment Advisory, LLC: OWL position timeline

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

Steward Partners Investment Advisory, LLC held 130,638 OWL 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 130,638 shares
    Change vs previous 13F +10,368 shares

    0.01% of the 13F portfolio, value $1,143,078.

    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 120,270 shares
    Change vs previous 13F -20,514 shares

    0.01% of the 13F portfolio, value $1,098,070.

    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 140,784 shares
    Change vs previous 13F -248,973 shares

    0.01% of the 13F portfolio, value $2,103,308.

    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 389,757 shares
    Change vs previous 13F +16,956 shares

    0.04% of the 13F portfolio, value $6,598,587.

    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 372,801 shares
    Change vs previous 13F +52,388 shares

    0.06% of the 13F portfolio, value $7,161,503.

    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 320,413 shares
    Change vs previous 13F +48,921 shares

    0.06% of the 13F portfolio, value $6,421,083.

    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 271,492 shares
    Change vs previous 13F +20,384 shares

    0.06% of the 13F portfolio, value $6,314,896.

    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 251,108 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,861,442.

    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).