Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: STX position timeline

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

Steward Partners Investment Advisory, LLC held 15,553 STX 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 15,553 shares
    Change vs previous 13F -3,230 shares

    0.08% of the 13F portfolio, value $15,008,902.

    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 18,783 shares
    Change vs previous 13F +4,964 shares

    0.04% of the 13F portfolio, value $7,358,507.

    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 13,819 shares
    Change vs previous 13F +250 shares

    0.02% of the 13F portfolio, value $3,805,613.

    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 13,569 shares
    Change vs previous 13F -418 shares

    0.02% of the 13F portfolio, value $3,203,071.

    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 13,987 shares
    Change vs previous 13F +1,195 shares

    0.02% of the 13F portfolio, value $2,018,750.

    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 12,792 shares
    Change vs previous 13F -328 shares

    0.01% of the 13F portfolio, value $1,086,716.

    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 13,120 shares
    Change vs previous 13F -20,217 shares

    0.01% of the 13F portfolio, value $1,132,369.

    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 33,337 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,651,401.

    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).