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Steward Partners Investment Advisory, LLC: PSLV position timeline

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

Steward Partners Investment Advisory, LLC held 50,096 PSLV 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 50,096 shares
    Change vs previous 13F -11,835 shares

    <0.01% of the 13F portfolio, value $945,312.

    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 61,931 shares
    Change vs previous 13F -157,111 shares

    0.01% of the 13F portfolio, value $1,510,497.

    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 219,042 shares
    Change vs previous 13F -112,756 shares

    0.03% of the 13F portfolio, value $5,180,343.

    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 331,798 shares
    Change vs previous 13F +722 shares

    0.03% of the 13F portfolio, value $5,209,229.

    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 331,076 shares
    Change vs previous 13F -1,790 shares

    0.03% of the 13F portfolio, value $4,052,370.

    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 332,866 shares
    Change vs previous 13F -31,557 shares

    0.03% of the 13F portfolio, value $3,861,246.

    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 364,423 shares
    Change vs previous 13F -1,242 shares

    0.03% of the 13F portfolio, value $3,516,682.

    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 365,665 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,821,199.

    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).