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Steward Partners Investment Advisory, LLC: PFN position timeline

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

Steward Partners Investment Advisory, LLC held 42,228 PFN 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 42,228 shares
    Change vs previous 13F -7,276 shares

    <0.01% of the 13F portfolio, value $301,084.

    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 49,504 shares
    Change vs previous 13F -1,429,743 shares

    <0.01% of the 13F portfolio, value $341,080.

    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 1,479,247 shares
    Change vs previous 13F +1,475,481 shares

    0.06% of the 13F portfolio, value $11,094,350.

    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 3,766 shares
    Change vs previous 13F -2,334 shares

    <0.01% of the 13F portfolio, value $28,584.

    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 6,100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $45,079.

    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 6,100 shares
    Change vs previous 13F -317 shares

    <0.01% of the 13F portfolio, value $45,994.

    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 6,417 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $47,807.

    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 6,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,850.

    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).