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Steward Partners Investment Advisory, LLC: PRF position timeline

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

Steward Partners Investment Advisory, LLC held 324,372 PRF 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 324,372 shares
    Change vs previous 13F +3,256 shares

    0.09% of the 13F portfolio, value $17,525,817.

    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 321,116 shares
    Change vs previous 13F -6,554 shares

    0.08% of the 13F portfolio, value $15,262,646.

    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 327,670 shares
    Change vs previous 13F -13,918 shares

    0.08% of the 13F portfolio, value $15,374,260.

    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 341,588 shares
    Change vs previous 13F -2,074 shares

    0.09% of the 13F portfolio, value $15,443,174.

    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 343,662 shares
    Change vs previous 13F -3,965 shares

    0.11% of the 13F portfolio, value $14,526,586.

    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 347,627 shares
    Change vs previous 13F +2,682 shares

    0.12% of the 13F portfolio, value $14,047,619.

    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 344,945 shares
    Change vs previous 13F +6,793 shares

    0.12% of the 13F portfolio, value $13,915,094.

    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 338,152 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,739,100.

    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).