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Steward Partners Investment Advisory, LLC: SUSC position timeline

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

Steward Partners Investment Advisory, LLC held 73,459 SUSC 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 73,459 shares
    Change vs previous 13F -4,122 shares

    0.01% of the 13F portfolio, value $1,700,686.

    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 77,581 shares
    Change vs previous 13F +5,116 shares

    0.01% of the 13F portfolio, value $1,795,039.

    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 72,465 shares
    Change vs previous 13F +2,574 shares

    0.01% of the 13F portfolio, value $1,694,582.

    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 69,891 shares
    Change vs previous 13F +10,024 shares

    0.01% of the 13F portfolio, value $1,646,621.

    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 59,867 shares
    Change vs previous 13F +5,950 shares

    0.01% of the 13F portfolio, value $1,390,707.

    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 53,917 shares
    Change vs previous 13F -2,573 shares

    0.01% of the 13F portfolio, value $1,243,320.

    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 56,490 shares
    Change vs previous 13F +4,945 shares

    0.01% of the 13F portfolio, value $1,283,459.

    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 51,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,226,251.

    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).