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Steward Partners Investment Advisory, LLC: SMMT position timeline

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

Steward Partners Investment Advisory, LLC held 45,786 SMMT 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 45,786 shares
    Change vs previous 13F +6,939 shares

    <0.01% of the 13F portfolio, value $667,102.

    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 38,847 shares
    Change vs previous 13F +15,802 shares

    <0.01% of the 13F portfolio, value $736,539.

    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 23,045 shares
    Change vs previous 13F +3,133 shares

    <0.01% of the 13F portfolio, value $403,057.

    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 19,912 shares
    Change vs previous 13F +7,446 shares

    <0.01% of the 13F portfolio, value $411,382.

    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 12,466 shares
    Change vs previous 13F +4,490 shares

    <0.01% of the 13F portfolio, value $265,276.

    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 7,976 shares
    Change vs previous 13F +5,473 shares

    <0.01% of the 13F portfolio, value $153,857.

    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 2,503 shares
    Change vs previous 13F +900 shares

    <0.01% of the 13F portfolio, value $44,666.

    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 1,603 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,106.

    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).