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Disclosery

Steward Partners Investment Advisory, LLC: SU position timeline

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

Steward Partners Investment Advisory, LLC held 27,985 SU 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 27,985 shares
    Change vs previous 13F +7,751 shares

    0.01% of the 13F portfolio, value $1,502,226.

    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 20,234 shares
    Change vs previous 13F +4,608 shares

    0.01% of the 13F portfolio, value $1,337,670.

    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 15,626 shares
    Change vs previous 13F +1,553 shares

    <0.01% of the 13F portfolio, value $693,181.

    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 14,073 shares
    Change vs previous 13F +1,503 shares

    <0.01% of the 13F portfolio, value $588,385.

    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 12,570 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $470,730.

    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 12,350 shares
    Change vs previous 13F +1,408 shares

    <0.01% of the 13F portfolio, value $478,189.

    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 10,942 shares
    Change vs previous 13F +5,332 shares

    <0.01% of the 13F portfolio, value $390,394.

    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 5,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,118.

    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).