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Steward Partners Investment Advisory, LLC: PCY position timeline

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

Steward Partners Investment Advisory, LLC held 12,232 PCY 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 12,232 shares
    Change vs previous 13F -5,999 shares

    <0.01% of the 13F portfolio, value $264,823.

    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 18,231 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $381,020.

    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 18,109 shares
    Change vs previous 13F +313 shares

    <0.01% of the 13F portfolio, value $392,250.

    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 17,796 shares
    Change vs previous 13F -143 shares

    <0.01% of the 13F portfolio, value $383,681.

    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 17,939 shares
    Change vs previous 13F -511 shares

    <0.01% of the 13F portfolio, value $366,494.

    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 18,450 shares
    Change vs previous 13F -817 shares

    <0.01% of the 13F portfolio, value $372,137.

    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 19,267 shares
    Change vs previous 13F -1,663 shares

    <0.01% of the 13F portfolio, value $381,872.

    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 20,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $449,996.

    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).