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Steward Partners Investment Advisory, LLC: SGOV position timeline

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

Steward Partners Investment Advisory, LLC held 419,117 SGOV 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 419,117 shares
    Change vs previous 13F -310,112 shares

    0.22% of the 13F portfolio, value $42,192,551.

    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 729,229 shares
    Change vs previous 13F +311,827 shares

    0.37% of the 13F portfolio, value $73,404,179.

    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 417,402 shares
    Change vs previous 13F +40,394 shares

    0.23% of the 13F portfolio, value $41,898,844.

    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 377,008 shares
    Change vs previous 13F +46,025 shares

    0.22% of the 13F portfolio, value $37,964,628.

    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 330,983 shares
    Change vs previous 13F +33,868 shares

    0.26% of the 13F portfolio, value $33,326,695.

    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 297,115 shares
    Change vs previous 13F +81,480 shares

    0.26% of the 13F portfolio, value $29,910,604.

    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 215,635 shares
    Change vs previous 13F +97,266 shares

    0.19% of the 13F portfolio, value $21,632,497.

    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 118,369 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,922,183.

    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).