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Steward Partners Investment Advisory, LLC: PTIN position timeline

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

Steward Partners Investment Advisory, LLC held 15,539 PTIN 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 15,539 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $569,815.

    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 15,541 shares
    Change vs previous 13F -15,852 shares

    <0.01% of the 13F portfolio, value $505,393.

    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 31,393 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $987,310.

    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 31,094 shares
    Change vs previous 13F -687 shares

    0.01% of the 13F portfolio, value $947,434.

    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 31,781 shares
    Change vs previous 13F +28,278 shares

    0.01% of the 13F portfolio, value $921,967.

    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 3,503 shares
    Change vs previous 13F -9,303 shares

    <0.01% of the 13F portfolio, value $102,708.

    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 12,806 shares
    Change vs previous 13F -2,231 shares

    <0.01% of the 13F portfolio, value $355,367.

    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 15,037 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $464,944.

    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).