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Steward Partners Investment Advisory, LLC: PRFZ position timeline

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

Steward Partners Investment Advisory, LLC held 116,848 PRFZ 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 116,848 shares
    Change vs previous 13F +2,290 shares

    0.03% of the 13F portfolio, value $6,516,636.

    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 114,558 shares
    Change vs previous 13F +2,819 shares

    0.03% of the 13F portfolio, value $5,254,769.

    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 111,739 shares
    Change vs previous 13F -10,318 shares

    0.03% of the 13F portfolio, value $5,127,720.

    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 122,057 shares
    Change vs previous 13F -3,455 shares

    0.03% of the 13F portfolio, value $5,543,843.

    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 125,512 shares
    Change vs previous 13F +2,369 shares

    0.04% of the 13F portfolio, value $5,104,577.

    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 123,143 shares
    Change vs previous 13F +7,686 shares

    0.04% of the 13F portfolio, value $4,662,195.

    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 115,457 shares
    Change vs previous 13F +12,188 shares

    0.04% of the 13F portfolio, value $4,804,171.

    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 103,269 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,290,833.

    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).