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Steward Partners Investment Advisory, LLC: SRLN position timeline

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

Steward Partners Investment Advisory, LLC held 136,428 SRLN 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 136,428 shares
    Change vs previous 13F +14,177 shares

    0.03% of the 13F portfolio, value $5,496,693.

    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 122,251 shares
    Change vs previous 13F +11,362 shares

    0.03% of the 13F portfolio, value $4,907,159.

    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 110,889 shares
    Change vs previous 13F -3,005 shares

    0.03% of the 13F portfolio, value $4,576,417.

    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 113,894 shares
    Change vs previous 13F +7,784 shares

    0.03% of the 13F portfolio, value $4,735,729.

    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 106,110 shares
    Change vs previous 13F +4,080 shares

    0.03% of the 13F portfolio, value $4,413,116.

    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 102,030 shares
    Change vs previous 13F +9,649 shares

    0.04% of the 13F portfolio, value $4,196,487.

    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 92,381 shares
    Change vs previous 13F +3,203 shares

    0.03% of the 13F portfolio, value $3,855,072.

    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 89,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,724,084.

    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).