Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: SPH position timeline

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

Steward Partners Investment Advisory, LLC held 7,476 SPH 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 7,476 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $127,845.

    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 7,569 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $149,037.

    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 7,175 shares
    Change vs previous 13F +757 shares

    <0.01% of the 13F portfolio, value $133,033.

    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 6,418 shares
    Change vs previous 13F -593 shares

    <0.01% of the 13F portfolio, value $119,701.

    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 7,011 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $129,914.

    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 7,071 shares
    Change vs previous 13F +1,536 shares

    <0.01% of the 13F portfolio, value $148,562.

    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 5,535 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $95,202.

    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 5,535 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $99,298.

    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).