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Steward Partners Investment Advisory, LLC: QMFE position timeline

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

Steward Partners Investment Advisory, LLC held 150 QMFE 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 150 shares
    Change vs previous 13F -177 shares

    <0.01% of the 13F portfolio, value $3,644.

    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 327 shares
    Change vs previous 13F -4,846 shares

    <0.01% of the 13F portfolio, value $7,253.

    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 5,173 shares
    Change vs previous 13F -5,475 shares

    <0.01% of the 13F portfolio, value $115,099.

    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 10,648 shares
    Change vs previous 13F -241,250 shares

    <0.01% of the 13F portfolio, value $230,635.

    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 251,898 shares
    Change vs previous 13F -249,460 shares

    0.04% of the 13F portfolio, value $5,220,359.

    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 501,358 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,513,970.

    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).