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Disclosery

Steward Partners Investment Advisory, LLC: SNY position timeline

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

Steward Partners Investment Advisory, LLC held 32,471 SNY 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 32,471 shares
    Change vs previous 13F -50,565 shares

    0.01% of the 13F portfolio, value $1,385,210.

    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 83,036 shares
    Change vs previous 13F +8,325 shares

    0.02% of the 13F portfolio, value $4,000,691.

    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 74,711 shares
    Change vs previous 13F +1,359 shares

    0.02% of the 13F portfolio, value $3,620,536.

    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 73,352 shares
    Change vs previous 13F +6,324 shares

    0.02% of the 13F portfolio, value $3,462,254.

    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 67,028 shares
    Change vs previous 13F +3,600 shares

    0.03% of the 13F portfolio, value $3,238,163.

    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 63,428 shares
    Change vs previous 13F +3,455 shares

    0.03% of the 13F portfolio, value $3,517,717.

    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 59,973 shares
    Change vs previous 13F +6,701 shares

    0.03% of the 13F portfolio, value $2,892,507.

    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 53,272 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,070,076.

    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).