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Steward Partners Investment Advisory, LLC: SPTS position timeline

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

Steward Partners Investment Advisory, LLC held 31,369 SPTS 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 31,369 shares
    Change vs previous 13F -682,428 shares

    <0.01% of the 13F portfolio, value $910,022.

    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 713,797 shares
    Change vs previous 13F +15,355 shares

    0.11% of the 13F portfolio, value $20,828,587.

    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 698,442 shares
    Change vs previous 13F +44,489 shares

    0.11% of the 13F portfolio, value $20,450,380.

    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 653,953 shares
    Change vs previous 13F +68,439 shares

    0.11% of the 13F portfolio, value $19,173,902.

    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 585,514 shares
    Change vs previous 13F +562,251 shares

    0.13% of the 13F portfolio, value $17,149,705.

    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 23,263 shares
    Change vs previous 13F +5,232 shares

    0.01% of the 13F portfolio, value $680,210.

    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 18,031 shares
    Change vs previous 13F +17,060 shares

    <0.01% of the 13F portfolio, value $523,079.

    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 971 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,557.

    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).