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Steward Partners Investment Advisory, LLC: SOXX position timeline

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

Steward Partners Investment Advisory, LLC held 88,474 SOXX 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 88,474 shares
    Change vs previous 13F +52,222 shares

    0.29% of the 13F portfolio, value $56,690,284.

    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 36,252 shares
    Change vs previous 13F -4,659 shares

    0.06% of the 13F portfolio, value $11,914,673.

    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 40,911 shares
    Change vs previous 13F +1,484 shares

    0.07% of the 13F portfolio, value $12,320,335.

    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 39,427 shares
    Change vs previous 13F +2,816 shares

    0.06% of the 13F portfolio, value $10,689,643.

    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 36,611 shares
    Change vs previous 13F +26,676 shares

    0.07% of the 13F portfolio, value $8,739,051.

    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 9,935 shares
    Change vs previous 13F -2,671 shares

    0.02% of the 13F portfolio, value $1,869,516.

    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 12,606 shares
    Change vs previous 13F +2,785 shares

    0.02% of the 13F portfolio, value $2,716,409.

    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 9,821 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,264,580.

    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).