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Steward Partners Investment Advisory, LLC: SF position timeline

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

Steward Partners Investment Advisory, LLC held 47,953 SF 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 47,953 shares
    Change vs previous 13F +9,146 shares

    0.02% of the 13F portfolio, value $3,345,651.

    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 38,807 shares
    Change vs previous 13F +15,358 shares

    0.01% of the 13F portfolio, value $2,868,581.

    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 23,449 shares
    Change vs previous 13F +114 shares

    0.02% of the 13F portfolio, value $2,936,299.

    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 23,335 shares
    Change vs previous 13F +123 shares

    0.02% of the 13F portfolio, value $2,647,845.

    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 23,212 shares
    Change vs previous 13F -1,501 shares

    0.02% of the 13F portfolio, value $2,408,957.

    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 24,713 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $2,329,455.

    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 24,608 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $2,610,433.

    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 24,556 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,305,781.

    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).