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Steward Partners Investment Advisory, LLC: SHAK position timeline

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

Steward Partners Investment Advisory, LLC held 27,815 SHAK 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 27,815 shares
    Change vs previous 13F +18,228 shares

    0.01% of the 13F portfolio, value $1,558,179.

    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 9,587 shares
    Change vs previous 13F +3,369 shares

    <0.01% of the 13F portfolio, value $848,162.

    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 6,218 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $504,715.

    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 6,196 shares
    Change vs previous 13F +3,997 shares

    <0.01% of the 13F portfolio, value $580,008.

    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 2,199 shares
    Change vs previous 13F +854 shares

    <0.01% of the 13F portfolio, value $309,179.

    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 1,345 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $118,589.

    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 1,761 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $228,578.

    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 1,798 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $185,572.

    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).