Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: PEG position timeline

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

Steward Partners Investment Advisory, LLC held 40,184 PEG 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 40,184 shares
    Change vs previous 13F -2,148 shares

    0.02% of the 13F portfolio, value $3,261,305.

    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 42,332 shares
    Change vs previous 13F -1,007 shares

    0.02% of the 13F portfolio, value $3,426,723.

    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 43,339 shares
    Change vs previous 13F -65,950 shares

    0.02% of the 13F portfolio, value $3,480,103.

    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 109,289 shares
    Change vs previous 13F -15,375 shares

    0.05% of the 13F portfolio, value $9,121,265.

    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 124,664 shares
    Change vs previous 13F +7,693 shares

    0.08% of the 13F portfolio, value $10,494,221.

    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 116,971 shares
    Change vs previous 13F +9,646 shares

    0.09% of the 13F portfolio, value $9,626,727.

    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 107,325 shares
    Change vs previous 13F +9,431 shares

    0.08% of the 13F portfolio, value $9,067,912.

    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 97,894 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,733,157.

    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).