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Steward Partners Investment Advisory, LLC: SHLD position timeline

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

Steward Partners Investment Advisory, LLC held 110,759 SHLD 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 110,759 shares
    Change vs previous 13F -57,579 shares

    0.03% of the 13F portfolio, value $6,613,419.

    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 168,338 shares
    Change vs previous 13F +23,870 shares

    0.06% of the 13F portfolio, value $11,925,100.

    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 144,468 shares
    Change vs previous 13F +17,874 shares

    0.05% of the 13F portfolio, value $9,360,082.

    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 126,594 shares
    Change vs previous 13F +54,809 shares

    0.05% of the 13F portfolio, value $8,891,984.

    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 71,785 shares
    Change vs previous 13F +63,566 shares

    0.03% of the 13F portfolio, value $4,325,046.

    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 8,219 shares
    Change vs previous 13F +4,430 shares

    <0.01% of the 13F portfolio, value $382,594.

    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 3,789 shares
    Change vs previous 13F +2,755 shares

    <0.01% of the 13F portfolio, value $141,746.

    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 1,034 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,496.

    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).