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Steward Partners Investment Advisory, LLC: SPYV position timeline

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

Steward Partners Investment Advisory, LLC held 60,668 SPYV 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 60,668 shares
    Change vs previous 13F +1,074 shares

    0.02% of the 13F portfolio, value $3,688,019.

    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 59,594 shares
    Change vs previous 13F +6,102 shares

    0.02% of the 13F portfolio, value $3,371,836.

    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 53,492 shares
    Change vs previous 13F -873 shares

    0.02% of the 13F portfolio, value $3,038,854.

    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 54,365 shares
    Change vs previous 13F +3,033 shares

    0.02% of the 13F portfolio, value $3,008,021.

    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 51,332 shares
    Change vs previous 13F -2,558 shares

    0.02% of the 13F portfolio, value $2,686,726.

    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 53,890 shares
    Change vs previous 13F -772 shares

    0.02% of the 13F portfolio, value $2,752,168.

    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 54,662 shares
    Change vs previous 13F -3,140 shares

    0.02% of the 13F portfolio, value $2,795,431.

    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 57,802 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,055,439.

    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).