Skip to content

Steward Partners Investment Advisory, LLC: PNC position timeline

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

Steward Partners Investment Advisory, LLC held 18,291 PNC 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 18,291 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $4,503,580.

    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 18,342 shares
    Change vs previous 13F +2,074 shares

    0.02% of the 13F portfolio, value $3,816,718.

    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 16,268 shares
    Change vs previous 13F +900 shares

    0.02% of the 13F portfolio, value $3,395,440.

    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 15,368 shares
    Change vs previous 13F +1,219 shares

    0.02% of the 13F portfolio, value $3,088,023.

    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 14,149 shares
    Change vs previous 13F -2,541 shares

    0.02% of the 13F portfolio, value $2,637,519.

    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 16,690 shares
    Change vs previous 13F +1,016 shares

    0.03% of the 13F portfolio, value $2,933,579.

    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 15,674 shares
    Change vs previous 13F +4,515 shares

    0.03% of the 13F portfolio, value $3,022,649.

    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 11,159 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,062,749.

    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).