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Disclosery

Steward Partners Investment Advisory, LLC: SW position timeline

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

Steward Partners Investment Advisory, LLC held 36,468 SW 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 36,468 shares
    Change vs previous 13F +31,587 shares

    0.01% of the 13F portfolio, value $1,687,031.

    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 4,881 shares
    Change vs previous 13F -512 shares

    <0.01% of the 13F portfolio, value $194,504.

    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 5,393 shares
    Change vs previous 13F -389 shares

    <0.01% of the 13F portfolio, value $208,557.

    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 5,782 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $246,145.

    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 5,742 shares
    Change vs previous 13F -1,415 shares

    <0.01% of the 13F portfolio, value $247,775.

    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 7,157 shares
    Change vs previous 13F -1,103 shares

    <0.01% of the 13F portfolio, value $322,504.

    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 8,260 shares
    Change vs previous 13F +1,912 shares

    <0.01% of the 13F portfolio, value $444,900.

    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 6,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $313,705.

    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).