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Steward Partners Investment Advisory, LLC: PAAS position timeline

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

Steward Partners Investment Advisory, LLC held 53,516 PAAS 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 53,516 shares
    Change vs previous 13F +22,959 shares

    0.01% of the 13F portfolio, value $2,396,991.

    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 30,557 shares
    Change vs previous 13F +9,118 shares

    0.01% of the 13F portfolio, value $1,669,308.

    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 21,439 shares
    Change vs previous 13F +871 shares

    0.01% of the 13F portfolio, value $1,110,761.

    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 20,568 shares
    Change vs previous 13F +1,605 shares

    <0.01% of the 13F portfolio, value $796,585.

    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 18,963 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $538,552.

    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 19,045 shares
    Change vs previous 13F +541 shares

    <0.01% of the 13F portfolio, value $491,927.

    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 18,504 shares
    Change vs previous 13F +2,902 shares

    <0.01% of the 13F portfolio, value $374,151.

    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 15,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $325,620.

    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).