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Steward Partners Investment Advisory, LLC: PKW position timeline

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

Steward Partners Investment Advisory, LLC held 30,746 PKW 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 30,746 shares
    Change vs previous 13F -6,939 shares

    0.02% of the 13F portfolio, value $4,355,541.

    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 37,685 shares
    Change vs previous 13F +13,501 shares

    0.03% of the 13F portfolio, value $4,946,189.

    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 24,184 shares
    Change vs previous 13F +257 shares

    0.02% of the 13F portfolio, value $3,248,420.

    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 23,927 shares
    Change vs previous 13F +2,779 shares

    0.02% of the 13F portfolio, value $3,169,849.

    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 21,148 shares
    Change vs previous 13F +3,022 shares

    0.02% of the 13F portfolio, value $2,613,893.

    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 18,126 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $2,042,166.

    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 18,251 shares
    Change vs previous 13F -735 shares

    0.02% of the 13F portfolio, value $2,101,238.

    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 18,986 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,174,308.

    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).