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Steward Partners Investment Advisory, LLC: RSP position timeline

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

Steward Partners Investment Advisory, LLC held 444,688 RSP 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 444,688 shares
    Change vs previous 13F +15,716 shares

    0.48% of the 13F portfolio, value $94,616,223.

    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 428,972 shares
    Change vs previous 13F +183,082 shares

    0.42% of the 13F portfolio, value $82,328,396.

    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 245,890 shares
    Change vs previous 13F +10,752 shares

    0.26% of the 13F portfolio, value $47,102,876.

    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 235,138 shares
    Change vs previous 13F -1,294 shares

    0.26% of the 13F portfolio, value $44,605,825.

    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 236,432 shares
    Change vs previous 13F -10,610 shares

    0.34% of the 13F portfolio, value $42,969,169.

    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 247,042 shares
    Change vs previous 13F -6,704 shares

    0.38% of the 13F portfolio, value $42,795,072.

    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 253,746 shares
    Change vs previous 13F +78,171 shares

    0.39% of the 13F portfolio, value $44,463,889.

    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 175,575 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $31,455,941.

    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).