Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: SOXQ position timeline

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

Steward Partners Investment Advisory, LLC held 9,423 SOXQ 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 9,423 shares
    Change vs previous 13F -569 shares

    0.01% of the 13F portfolio, value $1,056,318.

    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 9,992 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $596,522.

    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 9,952 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $555,023.

    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 11,452 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $573,974.

    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 11,452 shares
    Change vs previous 13F +1,600 shares

    <0.01% of the 13F portfolio, value $499,994.

    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 9,852 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $331,520.

    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 9,864 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $386,866.

    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 9,852 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $401,272.

    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).