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Steward Partners Investment Advisory, LLC: QUAL position timeline

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

Steward Partners Investment Advisory, LLC held 235,175 QUAL 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 235,175 shares
    Change vs previous 13F -53,946 shares

    0.26% of the 13F portfolio, value $51,604,475.

    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 289,121 shares
    Change vs previous 13F +291 shares

    0.28% of the 13F portfolio, value $55,456,227.

    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 288,830 shares
    Change vs previous 13F -30,184 shares

    0.31% of the 13F portfolio, value $57,367,401.

    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 319,014 shares
    Change vs previous 13F -6,608 shares

    0.36% of the 13F portfolio, value $62,048,218.

    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 325,622 shares
    Change vs previous 13F +28,860 shares

    0.47% of the 13F portfolio, value $59,530,213.

    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 296,762 shares
    Change vs previous 13F -12,770 shares

    0.45% of the 13F portfolio, value $50,713,643.

    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 309,532 shares
    Change vs previous 13F +7,620 shares

    0.49% of the 13F portfolio, value $55,121,460.

    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 301,912 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $54,132,768.

    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).