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Steward Partners Investment Advisory, LLC: SOUN position timeline

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

Steward Partners Investment Advisory, LLC held 31,731 SOUN 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 31,731 shares
    Change vs previous 13F -826 shares

    <0.01% of the 13F portfolio, value $205,297.

    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 32,557 shares
    Change vs previous 13F +8,534 shares

    <0.01% of the 13F portfolio, value $223,669.

    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 24,023 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $239,513.

    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 23,494 shares
    Change vs previous 13F +11,864 shares

    <0.01% of the 13F portfolio, value $377,788.

    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 11,630 shares
    Change vs previous 13F -3,159 shares

    <0.01% of the 13F portfolio, value $124,791.

    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 14,789 shares
    Change vs previous 13F +671 shares

    <0.01% of the 13F portfolio, value $120,087.

    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 14,118 shares
    Change vs previous 13F -12,746 shares

    <0.01% of the 13F portfolio, value $280,101.

    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 26,864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,186.

    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).