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Steward Partners Investment Advisory, LLC: SDY position timeline

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

Steward Partners Investment Advisory, LLC held 211,188 SDY 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 211,188 shares
    Change vs previous 13F -5,020 shares

    0.16% of the 13F portfolio, value $32,138,644.

    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 216,208 shares
    Change vs previous 13F -3,892 shares

    0.16% of the 13F portfolio, value $31,553,245.

    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 220,100 shares
    Change vs previous 13F +3,651 shares

    0.17% of the 13F portfolio, value $30,629,062.

    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 216,449 shares
    Change vs previous 13F +15,656 shares

    0.17% of the 13F portfolio, value $30,313,586.

    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 200,793 shares
    Change vs previous 13F +32,919 shares

    0.21% of the 13F portfolio, value $27,253,542.

    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 167,874 shares
    Change vs previous 13F +4,502 shares

    0.2% of the 13F portfolio, value $22,777,084.

    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 163,372 shares
    Change vs previous 13F +9,410 shares

    0.19% of the 13F portfolio, value $21,581,383.

    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 153,962 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $21,868,746.

    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).