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Steward Partners Investment Advisory, LLC: SPYM position timeline

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

Steward Partners Investment Advisory, LLC held 102,154 SPYM 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 102,154 shares
    Change vs previous 13F +18,322 shares

    0.05% of the 13F portfolio, value $8,977,258.

    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 83,832 shares
    Change vs previous 13F -13,838 shares

    0.03% of the 13F portfolio, value $6,416,481.

    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 97,670 shares
    Change vs previous 13F +6,900 shares

    0.04% of the 13F portfolio, value $7,835,163.

    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 90,770 shares
    Change vs previous 13F -33,794 shares

    0.04% of the 13F portfolio, value $7,110,956.

    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 124,564 shares
    Change vs previous 13F +4,088 shares

    0.07% of the 13F portfolio, value $9,054,547.

    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 120,476 shares
    Change vs previous 13F +22,717 shares

    0.07% of the 13F portfolio, value $7,922,474.

    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 97,759 shares
    Change vs previous 13F +68,880 shares

    0.06% of the 13F portfolio, value $6,739,500.

    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 28,879 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,949,615.

    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).