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Steward Partners Investment Advisory, LLC: PM position timeline

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

Steward Partners Investment Advisory, LLC held 145,587 PM 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 145,587 shares
    Change vs previous 13F -3,337 shares

    0.13% of the 13F portfolio, value $26,338,163.

    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 148,924 shares
    Change vs previous 13F +11,433 shares

    0.13% of the 13F portfolio, value $24,623,015.

    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 137,491 shares
    Change vs previous 13F +5,112 shares

    0.12% of the 13F portfolio, value $22,053,362.

    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 132,379 shares
    Change vs previous 13F +10,069 shares

    0.12% of the 13F portfolio, value $21,471,831.

    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 122,310 shares
    Change vs previous 13F +7,137 shares

    0.17% of the 13F portfolio, value $22,276,305.

    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 115,173 shares
    Change vs previous 13F +6,217 shares

    0.16% of the 13F portfolio, value $18,281,404.

    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 108,956 shares
    Change vs previous 13F +4,719 shares

    0.12% of the 13F portfolio, value $13,112,906.

    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 104,237 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,654,422.

    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).