Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: QYLD position timeline

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

Steward Partners Investment Advisory, LLC held 441,065 QYLD 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 441,065 shares
    Change vs previous 13F +222,963 shares

    0.04% of the 13F portfolio, value $8,128,827.

    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 218,102 shares
    Change vs previous 13F -2,907 shares

    0.02% of the 13F portfolio, value $3,740,452.

    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 221,009 shares
    Change vs previous 13F +9,548 shares

    0.02% of the 13F portfolio, value $3,905,235.

    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 211,461 shares
    Change vs previous 13F +39,601 shares

    0.02% of the 13F portfolio, value $3,596,944.

    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 171,860 shares
    Change vs previous 13F +108 shares

    0.02% of the 13F portfolio, value $2,873,496.

    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 171,752 shares
    Change vs previous 13F +11,798 shares

    0.03% of the 13F portfolio, value $2,856,242.

    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 159,954 shares
    Change vs previous 13F +4,814 shares

    0.03% of the 13F portfolio, value $2,914,370.

    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 155,140 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,798,729.

    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).