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Steward Partners Investment Advisory, LLC: PDP position timeline

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

Steward Partners Investment Advisory, LLC held 12,667 PDP 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 12,667 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $1,922,022.

    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 13,480 shares
    Change vs previous 13F -2,766 shares

    0.01% of the 13F portfolio, value $1,627,681.

    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 16,246 shares
    Change vs previous 13F -473 shares

    0.01% of the 13F portfolio, value $1,891,149.

    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 16,719 shares
    Change vs previous 13F +1,557 shares

    0.01% of the 13F portfolio, value $1,973,802.

    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 15,162 shares
    Change vs previous 13F -804 shares

    0.01% of the 13F portfolio, value $1,646,442.

    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 15,966 shares
    Change vs previous 13F +309 shares

    0.01% of the 13F portfolio, value $1,596,281.

    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 15,657 shares
    Change vs previous 13F -1,504 shares

    0.01% of the 13F portfolio, value $1,684,850.

    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 17,161 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,772,045.

    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).