Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: SMR position timeline

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

Steward Partners Investment Advisory, LLC held 61,334 SMR 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 61,334 shares
    Change vs previous 13F +4,697 shares

    <0.01% of the 13F portfolio, value $615,176.

    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 56,637 shares
    Change vs previous 13F +35,944 shares

    <0.01% of the 13F portfolio, value $613,941.

    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 20,693 shares
    Change vs previous 13F -1,038 shares

    <0.01% of the 13F portfolio, value $293,215.

    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 21,731 shares
    Change vs previous 13F +1,301 shares

    <0.01% of the 13F portfolio, value $782,302.

    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 20,430 shares
    Change vs previous 13F +7,435 shares

    0.01% of the 13F portfolio, value $808,196.

    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 12,995 shares
    Change vs previous 13F +7,578 shares

    <0.01% of the 13F portfolio, value $184,009.

    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 5,417 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $97,127.

    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).