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Steward Partners Investment Advisory, LLC: PFFA position timeline

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

Steward Partners Investment Advisory, LLC held 497,225 PFFA 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 497,225 shares
    Change vs previous 13F +44,302 shares

    0.05% of the 13F portfolio, value $10,227,916.

    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 452,923 shares
    Change vs previous 13F +45,413 shares

    0.05% of the 13F portfolio, value $9,221,517.

    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 407,510 shares
    Change vs previous 13F +11,092 shares

    0.05% of the 13F portfolio, value $8,781,840.

    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 396,418 shares
    Change vs previous 13F +10,324 shares

    0.05% of the 13F portfolio, value $8,606,237.

    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 386,094 shares
    Change vs previous 13F +21,257 shares

    0.06% of the 13F portfolio, value $8,042,328.

    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 364,837 shares
    Change vs previous 13F +27,124 shares

    0.07% of the 13F portfolio, value $7,738,193.

    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 337,713 shares
    Change vs previous 13F +31,857 shares

    0.07% of the 13F portfolio, value $7,395,910.

    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 305,856 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,982,694.

    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).