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Steward Partners Investment Advisory, LLC: PFXF position timeline

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

Steward Partners Investment Advisory, LLC held 249,761 PFXF 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 249,761 shares
    Change vs previous 13F +6,804 shares

    0.02% of the 13F portfolio, value $4,455,735.

    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 242,957 shares
    Change vs previous 13F -33,016 shares

    0.02% of the 13F portfolio, value $4,261,470.

    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 275,973 shares
    Change vs previous 13F +231 shares

    0.03% of the 13F portfolio, value $4,873,678.

    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 275,742 shares
    Change vs previous 13F -2,431 shares

    0.03% of the 13F portfolio, value $4,899,941.

    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 278,173 shares
    Change vs previous 13F +946 shares

    0.04% of the 13F portfolio, value $4,762,316.

    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 277,227 shares
    Change vs previous 13F +72,357 shares

    0.04% of the 13F portfolio, value $4,646,333.

    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 204,870 shares
    Change vs previous 13F +18,728 shares

    0.03% of the 13F portfolio, value $3,534,009.

    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 186,142 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,398,951.

    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).