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Steward Partners Investment Advisory, LLC: PEY position timeline

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

Steward Partners Investment Advisory, LLC held 8,050 PEY 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 8,050 shares
    Change vs previous 13F -7,003 shares

    <0.01% of the 13F portfolio, value $186,599.

    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 15,053 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $322,417.

    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 15,053 shares
    Change vs previous 13F -7,383 shares

    <0.01% of the 13F portfolio, value $306,864.

    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 22,436 shares
    Change vs previous 13F -1,221 shares

    <0.01% of the 13F portfolio, value $472,657.

    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 23,657 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $482,839.

    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 23,557 shares
    Change vs previous 13F -235 shares

    <0.01% of the 13F portfolio, value $505,769.

    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 23,792 shares
    Change vs previous 13F +1,650 shares

    <0.01% of the 13F portfolio, value $505,818.

    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 22,142 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $485,574.

    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).