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Steward Partners Investment Advisory, LLC: STIP position timeline

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

Steward Partners Investment Advisory, LLC held 19,162 STIP 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 19,162 shares
    Change vs previous 13F -5,427 shares

    0.01% of the 13F portfolio, value $1,957,590.

    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 24,589 shares
    Change vs previous 13F -1,161 shares

    0.01% of the 13F portfolio, value $2,543,240.

    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 25,750 shares
    Change vs previous 13F -10,041 shares

    0.01% of the 13F portfolio, value $2,636,543.

    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 35,791 shares
    Change vs previous 13F +2,091 shares

    0.02% of the 13F portfolio, value $3,699,331.

    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 33,700 shares
    Change vs previous 13F +10,093 shares

    0.03% of the 13F portfolio, value $3,468,100.

    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 23,607 shares
    Change vs previous 13F -674 shares

    0.02% of the 13F portfolio, value $2,442,616.

    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 24,281 shares
    Change vs previous 13F -9,693 shares

    0.02% of the 13F portfolio, value $2,442,669.

    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 33,974 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,442,265.

    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).