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Steward Partners Investment Advisory, LLC: STE position timeline

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

Steward Partners Investment Advisory, LLC held 26,635 STE 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 26,635 shares
    Change vs previous 13F -17,780 shares

    0.03% of the 13F portfolio, value $5,608,590.

    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 44,415 shares
    Change vs previous 13F +15,001 shares

    0.05% of the 13F portfolio, value $9,821,408.

    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 29,414 shares
    Change vs previous 13F -708 shares

    0.04% of the 13F portfolio, value $7,457,041.

    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 30,122 shares
    Change vs previous 13F -4,633 shares

    0.04% of the 13F portfolio, value $7,453,497.

    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 34,755 shares
    Change vs previous 13F +2,890 shares

    0.07% of the 13F portfolio, value $8,348,776.

    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 31,865 shares
    Change vs previous 13F +1,940 shares

    0.06% of the 13F portfolio, value $7,222,115.

    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 29,925 shares
    Change vs previous 13F +683 shares

    0.05% of the 13F portfolio, value $6,151,390.

    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 29,242 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,092,353.

    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).