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Steward Partners Investment Advisory, LLC: PTNQ position timeline

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

Steward Partners Investment Advisory, LLC held 129,221 PTNQ 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 129,221 shares
    Change vs previous 13F -7,420 shares

    0.06% of the 13F portfolio, value $11,455,467.

    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 136,641 shares
    Change vs previous 13F -3,265 shares

    0.05% of the 13F portfolio, value $9,969,360.

    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 139,906 shares
    Change vs previous 13F -5,293 shares

    0.06% of the 13F portfolio, value $11,003,612.

    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 145,199 shares
    Change vs previous 13F +923 shares

    0.06% of the 13F portfolio, value $11,257,284.

    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 144,276 shares
    Change vs previous 13F +9,467 shares

    0.08% of the 13F portfolio, value $10,296,964.

    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 134,809 shares
    Change vs previous 13F +14,026 shares

    0.08% of the 13F portfolio, value $9,572,774.

    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 120,783 shares
    Change vs previous 13F +9,073 shares

    0.08% of the 13F portfolio, value $8,940,360.

    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 111,710 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,191,697.

    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).