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Steward Partners Investment Advisory, LLC: SSUS position timeline

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

Steward Partners Investment Advisory, LLC held 156,703 SSUS 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 156,703 shares
    Change vs previous 13F -6,145 shares

    0.04% of the 13F portfolio, value $8,667,217.

    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 162,848 shares
    Change vs previous 13F -6,471 shares

    0.04% of the 13F portfolio, value $7,602,645.

    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 169,319 shares
    Change vs previous 13F -4,602 shares

    0.05% of the 13F portfolio, value $8,254,306.

    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 173,921 shares
    Change vs previous 13F +247 shares

    0.05% of the 13F portfolio, value $8,401,606.

    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 173,674 shares
    Change vs previous 13F -11,120 shares

    0.06% of the 13F portfolio, value $7,810,112.

    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 184,794 shares
    Change vs previous 13F -3,084 shares

    0.07% of the 13F portfolio, value $7,522,983.

    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 187,878 shares
    Change vs previous 13F +242 shares

    0.07% of the 13F portfolio, value $7,904,034.

    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 187,636 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,803,798.

    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).