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Steward Partners Investment Advisory, LLC: SFLR position timeline

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

Steward Partners Investment Advisory, LLC held 131,973 SFLR 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 131,973 shares
    Change vs previous 13F -11,448 shares

    0.03% of the 13F portfolio, value $5,091,518.

    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 143,421 shares
    Change vs previous 13F -9,477 shares

    0.03% of the 13F portfolio, value $5,078,538.

    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 152,898 shares
    Change vs previous 13F -38,860 shares

    0.03% of the 13F portfolio, value $5,635,820.

    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 191,758 shares
    Change vs previous 13F -73,050 shares

    0.04% of the 13F portfolio, value $6,909,041.

    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 264,808 shares
    Change vs previous 13F -2,184 shares

    0.07% of the 13F portfolio, value $8,889,605.

    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 266,992 shares
    Change vs previous 13F +19,019 shares

    0.07% of the 13F portfolio, value $8,380,879.

    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 247,973 shares
    Change vs previous 13F +26,098 shares

    0.07% of the 13F portfolio, value $8,096,318.

    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 221,875 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,057,844.

    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).