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Steward Partners Investment Advisory, LLC: PFF position timeline

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

Steward Partners Investment Advisory, LLC held 846,800 PFF 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 846,800 shares
    Change vs previous 13F -828,835 shares

    0.13% of the 13F portfolio, value $25,818,941.

    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 1,675,635 shares
    Change vs previous 13F +29,919 shares

    0.26% of the 13F portfolio, value $50,805,235.

    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 1,645,716 shares
    Change vs previous 13F +146,338 shares

    0.28% of the 13F portfolio, value $50,951,366.

    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 1,499,378 shares
    Change vs previous 13F +1,060,446 shares

    0.27% of the 13F portfolio, value $47,410,338.

    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 438,932 shares
    Change vs previous 13F +48,269 shares

    0.11% of the 13F portfolio, value $13,466,440.

    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 390,663 shares
    Change vs previous 13F +48,450 shares

    0.11% of the 13F portfolio, value $12,005,077.

    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 342,213 shares
    Change vs previous 13F +28,338 shares

    0.1% of the 13F portfolio, value $10,759,173.

    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 313,875 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,430,076.

    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).