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Steward Partners Investment Advisory, LLC: PWRD position timeline

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

Steward Partners Investment Advisory, LLC held 27,896 PWRD 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 27,896 shares
    Change vs previous 13F +4,958 shares

    0.02% of the 13F portfolio, value $3,430,092.

    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 22,938 shares
    Change vs previous 13F +3,026 shares

    0.01% of the 13F portfolio, value $2,242,557.

    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 19,912 shares
    Change vs previous 13F +5,768 shares

    0.01% of the 13F portfolio, value $1,914,671.

    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 14,144 shares
    Change vs previous 13F +5,107 shares

    0.01% of the 13F portfolio, value $1,381,740.

    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 9,037 shares
    Change vs previous 13F -217 shares

    0.01% of the 13F portfolio, value $814,870.

    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 9,254 shares
    Change vs previous 13F +1,530 shares

    0.01% of the 13F portfolio, value $645,428.

    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 7,724 shares
    Change vs previous 13F +6,469 shares

    <0.01% of the 13F portfolio, value $560,531.

    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 1,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $92,781.

    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).