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Steward Partners Investment Advisory, LLC: PATH position timeline

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

Steward Partners Investment Advisory, LLC held 7,912 PATH 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 7,912 shares
    Change vs previous 13F -7,734 shares

    <0.01% of the 13F portfolio, value $85,999.

    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 15,646 shares
    Change vs previous 13F +2,870 shares

    <0.01% of the 13F portfolio, value $173,671.

    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 12,776 shares
    Change vs previous 13F +7,425 shares

    <0.01% of the 13F portfolio, value $209,399.

    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 5,351 shares
    Change vs previous 13F -509 shares

    <0.01% of the 13F portfolio, value $71,596.

    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 5,860 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $75,008.

    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 5,851 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $60,265.

    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 5,807 shares
    Change vs previous 13F +2,900 shares

    <0.01% of the 13F portfolio, value $73,807.

    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 2,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,210.

    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).