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Steward Partners Investment Advisory, LLC: QDPL position timeline

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

Steward Partners Investment Advisory, LLC held 148,538 QDPL 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 148,538 shares
    Change vs previous 13F +46,629 shares

    0.03% of the 13F portfolio, value $6,694,623.

    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 101,909 shares
    Change vs previous 13F +8,527 shares

    0.02% of the 13F portfolio, value $4,090,476.

    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 93,382 shares
    Change vs previous 13F -168 shares

    0.02% of the 13F portfolio, value $3,966,869.

    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 93,550 shares
    Change vs previous 13F +7,537 shares

    0.02% of the 13F portfolio, value $3,919,739.

    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 86,013 shares
    Change vs previous 13F +14,120 shares

    0.03% of the 13F portfolio, value $3,394,073.

    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 71,893 shares
    Change vs previous 13F +11,060 shares

    0.02% of the 13F portfolio, value $2,625,532.

    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 60,833 shares
    Change vs previous 13F +28,217 shares

    0.02% of the 13F portfolio, value $2,335,379.

    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 32,616 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,238,103.

    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).