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Steward Partners Investment Advisory, LLC: PULS position timeline

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

Steward Partners Investment Advisory, LLC held 73,809 PULS 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 73,809 shares
    Change vs previous 13F +6,447 shares

    0.02% of the 13F portfolio, value $3,657,243.

    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 67,362 shares
    Change vs previous 13F +29,388 shares

    0.02% of the 13F portfolio, value $3,334,402.

    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 37,974 shares
    Change vs previous 13F +6,948 shares

    0.01% of the 13F portfolio, value $1,883,141.

    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 31,026 shares
    Change vs previous 13F +8,696 shares

    0.01% of the 13F portfolio, value $1,546,016.

    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 22,330 shares
    Change vs previous 13F -7,934 shares

    0.01% of the 13F portfolio, value $1,111,137.

    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 30,264 shares
    Change vs previous 13F +17,420 shares

    0.01% of the 13F portfolio, value $1,505,032.

    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 12,844 shares
    Change vs previous 13F +442 shares

    0.01% of the 13F portfolio, value $636,423.

    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 12,402 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $617,378.

    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).