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Steward Partners Investment Advisory, LLC: PTY position timeline

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

Steward Partners Investment Advisory, LLC held 278,437 PTY 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 278,437 shares
    Change vs previous 13F +55,595 shares

    0.02% of the 13F portfolio, value $3,349,597.

    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 222,842 shares
    Change vs previous 13F +34,228 shares

    0.01% of the 13F portfolio, value $2,687,476.

    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 188,614 shares
    Change vs previous 13F -367,437 shares

    0.01% of the 13F portfolio, value $2,433,117.

    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 556,051 shares
    Change vs previous 13F +222,525 shares

    0.05% of the 13F portfolio, value $8,029,372.

    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 333,526 shares
    Change vs previous 13F +270,013 shares

    0.04% of the 13F portfolio, value $4,639,348.

    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 63,513 shares
    Change vs previous 13F +19,703 shares

    0.01% of the 13F portfolio, value $918,402.

    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 43,810 shares
    Change vs previous 13F +13,666 shares

    0.01% of the 13F portfolio, value $629,543.

    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 30,144 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,768.

    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).