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Steward Partners Investment Advisory, LLC: SNX position timeline

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

Steward Partners Investment Advisory, LLC held 29,451 SNX 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 29,451 shares
    Change vs previous 13F -1,920 shares

    0.04% of the 13F portfolio, value $7,873,316.

    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 31,371 shares
    Change vs previous 13F +680 shares

    0.03% of the 13F portfolio, value $5,292,543.

    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 30,691 shares
    Change vs previous 13F +516 shares

    0.03% of the 13F portfolio, value $4,610,767.

    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 30,175 shares
    Change vs previous 13F -890 shares

    0.03% of the 13F portfolio, value $4,941,210.

    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 31,065 shares
    Change vs previous 13F -2,836 shares

    0.03% of the 13F portfolio, value $4,215,521.

    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 33,901 shares
    Change vs previous 13F -1,305 shares

    0.03% of the 13F portfolio, value $3,524,306.

    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 35,206 shares
    Change vs previous 13F +569 shares

    0.04% of the 13F portfolio, value $4,128,908.

    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 34,637 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,159,265.

    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).