Steward Partners Investment Advisory, LLC: QWLD position timeline

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

Steward Partners Investment Advisory, LLC held 66,302 QWLD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 66,302 shares
Change vs previous 13F +3 shares
0.05% of the 13F portfolio, value $10,072,122.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 66,299 shares
Change vs previous 13F +16,717 shares
0.05% of the 13F portfolio, value $9,489,946.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 49,582 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $7,102,666.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).