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Steward Partners Investment Advisory, LLC: SIFI position timeline

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

Steward Partners Investment Advisory, LLC held 4,584 SIFI 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 4,584 shares
    Change vs previous 13F +757 shares

    <0.01% of the 13F portfolio, value $200,408.

    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 3,827 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $165,789.

    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 3,502 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $153,613.

    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 3,416 shares
    Change vs previous 13F +279 shares

    <0.01% of the 13F portfolio, value $152,217.

    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 3,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,469.

    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).