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Steward Partners Investment Advisory, LLC: SDVY position timeline

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

Steward Partners Investment Advisory, LLC held 346,846 SDVY 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 346,846 shares
    Change vs previous 13F -174,692 shares

    0.08% of the 13F portfolio, value $14,962,927.

    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 521,538 shares
    Change vs previous 13F +20,592 shares

    0.1% of the 13F portfolio, value $20,564,226.

    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 500,946 shares
    Change vs previous 13F +6,389 shares

    0.11% of the 13F portfolio, value $19,196,239.

    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 494,557 shares
    Change vs previous 13F -7,829 shares

    0.11% of the 13F portfolio, value $18,802,810.

    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 502,386 shares
    Change vs previous 13F -97,843 shares

    0.14% of the 13F portfolio, value $17,724,194.

    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 600,229 shares
    Change vs previous 13F -480,666 shares

    0.18% of the 13F portfolio, value $20,107,673.

    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 1,080,895 shares
    Change vs previous 13F +175,217 shares

    0.34% of the 13F portfolio, value $38,750,099.

    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 905,678 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $32,948,570.

    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).