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Steward Partners Investment Advisory, LLC: RECS position timeline

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

Steward Partners Investment Advisory, LLC held 146,366 RECS 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 146,366 shares
    Change vs previous 13F +4,129 shares

    0.03% of the 13F portfolio, value $6,334,716.

    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 142,237 shares
    Change vs previous 13F +24,780 shares

    0.03% of the 13F portfolio, value $5,544,415.

    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 117,457 shares
    Change vs previous 13F +18,818 shares

    0.03% of the 13F portfolio, value $4,796,950.

    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 98,639 shares
    Change vs previous 13F +8,555 shares

    0.02% of the 13F portfolio, value $3,980,078.

    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 90,084 shares
    Change vs previous 13F +10,909 shares

    0.03% of the 13F portfolio, value $3,314,186.

    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 79,175 shares
    Change vs previous 13F +64,348 shares

    0.02% of the 13F portfolio, value $2,629,397.

    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 14,827 shares
    Change vs previous 13F +12,930 shares

    <0.01% of the 13F portfolio, value $513,306.

    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 1,897 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,327.

    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).