Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: SMLF position timeline

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

Steward Partners Investment Advisory, LLC held 106,216 SMLF 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 106,216 shares
    Change vs previous 13F +37,706 shares

    0.05% of the 13F portfolio, value $9,468,081.

    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 68,510 shares
    Change vs previous 13F -3,856 shares

    0.03% of the 13F portfolio, value $5,171,820.

    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 72,366 shares
    Change vs previous 13F +1,033 shares

    0.03% of the 13F portfolio, value $5,418,766.

    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 71,333 shares
    Change vs previous 13F +446 shares

    0.03% of the 13F portfolio, value $5,303,609.

    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 70,887 shares
    Change vs previous 13F +4,314 shares

    0.04% of the 13F portfolio, value $4,816,772.

    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 66,573 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $4,138,178.

    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 66,474 shares
    Change vs previous 13F +1,830 shares

    0.04% of the 13F portfolio, value $4,486,995.

    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 64,644 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,289,129.

    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).