Steward Partners Investment Advisory, LLC: STM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on STM, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 770 STM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 770 sharesChange vs previous 13F -68 shares
<0.01% of the 13F portfolio, value $57,649.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 838 sharesChange vs previous 13F +69 shares
<0.01% of the 13F portfolio, value $28,970.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 769 sharesChange vs previous 13F -398 shares
<0.01% of the 13F portfolio, value $19,961.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,167 sharesChange vs previous 13F -57 shares
<0.01% of the 13F portfolio, value $32,977.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,224 sharesChange vs previous 13F +266 shares
<0.01% of the 13F portfolio, value $37,212.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 958 sharesChange vs previous 13F +144 shares
<0.01% of the 13F portfolio, value $21,044.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 814 sharesChange vs previous 13F +81 shares
<0.01% of the 13F portfolio, value $20,333.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 733 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $21,784.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).