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Steward Partners Investment Advisory, LLC: PFFD position timeline

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

Steward Partners Investment Advisory, LLC held 718,622 PFFD 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 718,622 shares
    Change vs previous 13F +33,165 shares

    0.07% of the 13F portfolio, value $13,431,039.

    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 685,457 shares
    Change vs previous 13F +17,381 shares

    0.06% of the 13F portfolio, value $12,612,404.

    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 668,076 shares
    Change vs previous 13F +7,627 shares

    0.07% of the 13F portfolio, value $12,633,323.

    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 660,449 shares
    Change vs previous 13F +24,778 shares

    0.07% of the 13F portfolio, value $12,832,526.

    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 635,671 shares
    Change vs previous 13F +32,581 shares

    0.09% of the 13F portfolio, value $11,969,687.

    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 603,090 shares
    Change vs previous 13F +44,865 shares

    0.1% of the 13F portfolio, value $11,482,829.

    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 558,225 shares
    Change vs previous 13F +7,767 shares

    0.1% of the 13F portfolio, value $10,890,968.

    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 550,458 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,438,524.

    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).