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Steward Partners Investment Advisory, LLC: SPYD position timeline

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

Steward Partners Investment Advisory, LLC held 26,516 SPYD 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 26,516 shares
    Change vs previous 13F -9,483 shares

    0.01% of the 13F portfolio, value $1,265,066.

    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 35,999 shares
    Change vs previous 13F +378 shares

    0.01% of the 13F portfolio, value $1,638,686.

    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 35,621 shares
    Change vs previous 13F +2,995 shares

    0.01% of the 13F portfolio, value $1,540,604.

    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 32,626 shares
    Change vs previous 13F -2,393 shares

    0.01% of the 13F portfolio, value $1,435,542.

    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 35,019 shares
    Change vs previous 13F -225 shares

    0.01% of the 13F portfolio, value $1,486,206.

    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 35,244 shares
    Change vs previous 13F +3,532 shares

    0.01% of the 13F portfolio, value $1,559,899.

    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 31,712 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $1,371,227.

    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 31,981 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,459,933.

    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).