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Steward Partners Investment Advisory, LLC: SPTI position timeline

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

Steward Partners Investment Advisory, LLC held 733,668 SPTI 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 733,668 shares
    Change vs previous 13F +713,837 shares

    0.11% of the 13F portfolio, value $20,828,835.

    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 19,831 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $568,356.

    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 19,701 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $568,176.

    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 19,697 shares
    Change vs previous 13F +3,391 shares

    <0.01% of the 13F portfolio, value $569,244.

    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 16,306 shares
    Change vs previous 13F -578,716 shares

    <0.01% of the 13F portfolio, value $469,123.

    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 595,022 shares
    Change vs previous 13F +14,419 shares

    0.15% of the 13F portfolio, value $17,005,728.

    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 580,603 shares
    Change vs previous 13F +60,193 shares

    0.14% of the 13F portfolio, value $16,187,212.

    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 520,410 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,123,115.

    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).