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Steward Partners Investment Advisory, LLC: PSEP position timeline

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

Steward Partners Investment Advisory, LLC held 26,158 PSEP 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 26,158 shares
    Change vs previous 13F -291 shares

    0.01% of the 13F portfolio, value $1,204,576.

    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 26,449 shares
    Change vs previous 13F -26,425 shares

    0.01% of the 13F portfolio, value $1,138,894.

    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 52,874 shares
    Change vs previous 13F -1,336 shares

    0.01% of the 13F portfolio, value $2,311,567.

    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 54,210 shares
    Change vs previous 13F +44,238 shares

    0.01% of the 13F portfolio, value $2,328,320.

    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 9,972 shares
    Change vs previous 13F -499 shares

    <0.01% of the 13F portfolio, value $407,755.

    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 10,471 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $402,191.

    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 10,471 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $409,262.

    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 10,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $403,448.

    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).