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Steward Partners Investment Advisory, LLC: SPY position timeline

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

Steward Partners Investment Advisory, LLC held 327,041 SPY 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 327,041 shares
    Change vs previous 13F -3,276 shares

    1.25% of the 13F portfolio, value $244,224,720.

    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 330,317 shares
    Change vs previous 13F -21,865 shares

    1.1% of the 13F portfolio, value $214,818,294.

    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 352,182 shares
    Change vs previous 13F +38,546 shares

    1.32% of the 13F portfolio, value $240,160,103.

    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 313,636 shares
    Change vs previous 13F +21,443 shares

    1.2% of the 13F portfolio, value $208,937,514.

    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 292,193 shares
    Change vs previous 13F +51,104 shares

    1.41% of the 13F portfolio, value $180,532,217.

    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 241,089 shares
    Change vs previous 13F +5,792 shares

    1.19% of the 13F portfolio, value $134,862,830.

    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 235,297 shares
    Change vs previous 13F +15,546 shares

    1.22% of the 13F portfolio, value $137,902,503.

    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 219,751 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $126,084,318.

    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).