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Steward Partners Investment Advisory, LLC: SPHQ position timeline

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

Steward Partners Investment Advisory, LLC held 36,690 SPHQ 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 36,690 shares
    Change vs previous 13F +1,933 shares

    0.02% of the 13F portfolio, value $3,305,750.

    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 34,757 shares
    Change vs previous 13F -7,576 shares

    0.01% of the 13F portfolio, value $2,613,404.

    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 42,333 shares
    Change vs previous 13F -243,494 shares

    0.02% of the 13F portfolio, value $3,177,068.

    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 285,827 shares
    Change vs previous 13F +24,389 shares

    0.12% of the 13F portfolio, value $20,948,239.

    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 261,438 shares
    Change vs previous 13F +108,826 shares

    0.15% of the 13F portfolio, value $18,630,085.

    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 152,612 shares
    Change vs previous 13F +81,591 shares

    0.09% of the 13F portfolio, value $10,124,294.

    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 71,021 shares
    Change vs previous 13F -58,250 shares

    0.04% of the 13F portfolio, value $4,760,566.

    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 129,271 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,696,038.

    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).