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Steward Partners Investment Advisory, LLC: SPSM position timeline

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

Steward Partners Investment Advisory, LLC held 97,589 SPSM 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 97,589 shares
    Change vs previous 13F +22,994 shares

    0.03% of the 13F portfolio, value $5,627,929.

    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 74,595 shares
    Change vs previous 13F +38,608 shares

    0.02% of the 13F portfolio, value $3,604,430.

    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 35,987 shares
    Change vs previous 13F -5,016 shares

    0.01% of the 13F portfolio, value $1,686,333.

    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 41,003 shares
    Change vs previous 13F +6,801 shares

    0.01% of the 13F portfolio, value $1,899,255.

    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 34,202 shares
    Change vs previous 13F -3,203 shares

    0.01% of the 13F portfolio, value $1,457,021.

    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 37,405 shares
    Change vs previous 13F -48,725 shares

    0.01% of the 13F portfolio, value $1,524,630.

    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 86,130 shares
    Change vs previous 13F +55,622 shares

    0.03% of the 13F portfolio, value $3,868,962.

    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 30,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,388,428.

    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).