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Steward Partners Investment Advisory, LLC: PPA position timeline

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

Steward Partners Investment Advisory, LLC held 60,669 PPA 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 60,669 shares
    Change vs previous 13F -1,125 shares

    0.05% of the 13F portfolio, value $10,717,162.

    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 61,794 shares
    Change vs previous 13F +7,125 shares

    0.05% of the 13F portfolio, value $10,239,281.

    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 54,669 shares
    Change vs previous 13F +1,285 shares

    0.05% of the 13F portfolio, value $8,562,822.

    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 53,384 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $8,298,583.

    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 53,366 shares
    Change vs previous 13F +1,892 shares

    0.06% of the 13F portfolio, value $7,561,408.

    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 51,474 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $5,999,254.

    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 51,445 shares
    Change vs previous 13F +1,899 shares

    0.05% of the 13F portfolio, value $5,902,297.

    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 49,546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,696,281.

    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).