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Steward Partners Investment Advisory, LLC: SPTL position timeline

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

Steward Partners Investment Advisory, LLC held 205,485 SPTL 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 205,485 shares
    Change vs previous 13F +18,316 shares

    0.03% of the 13F portfolio, value $5,389,869.

    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 187,169 shares
    Change vs previous 13F +5,145 shares

    0.03% of the 13F portfolio, value $4,922,534.

    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 182,024 shares
    Change vs previous 13F +3,015 shares

    0.03% of the 13F portfolio, value $4,818,169.

    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 179,009 shares
    Change vs previous 13F +15,649 shares

    0.03% of the 13F portfolio, value $4,824,288.

    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 163,360 shares
    Change vs previous 13F -19,414 shares

    0.03% of the 13F portfolio, value $4,342,120.

    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 182,774 shares
    Change vs previous 13F +3,425 shares

    0.04% of the 13F portfolio, value $4,982,411.

    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 179,349 shares
    Change vs previous 13F +8,659 shares

    0.04% of the 13F portfolio, value $4,697,140.

    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 170,690 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,961,956.

    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).