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Steward Partners Investment Advisory, LLC: PFLD position timeline

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

Steward Partners Investment Advisory, LLC held 6,854 PFLD 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 6,854 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $134,002.

    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 6,834 shares
    Change vs previous 13F -1,479 shares

    <0.01% of the 13F portfolio, value $132,307.

    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 8,313 shares
    Change vs previous 13F -2,042 shares

    <0.01% of the 13F portfolio, value $162,635.

    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 10,355 shares
    Change vs previous 13F -5,049 shares

    <0.01% of the 13F portfolio, value $203,985.

    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 15,404 shares
    Change vs previous 13F -377 shares

    <0.01% of the 13F portfolio, value $302,065.

    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 15,781 shares
    Change vs previous 13F -40,307 shares

    <0.01% of the 13F portfolio, value $318,778.

    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 56,088 shares
    Change vs previous 13F +47,260 shares

    0.01% of the 13F portfolio, value $1,153,165.

    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 8,828 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $186,977.

    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).