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Steward Partners Investment Advisory, LLC: SWKS position timeline

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

Steward Partners Investment Advisory, LLC held 3,541 SWKS 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 3,541 shares
    Change vs previous 13F -233 shares

    <0.01% of the 13F portfolio, value $240,080.

    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 3,774 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $202,098.

    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 3,800 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $240,958.

    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 3,965 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $305,226.

    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 3,805 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $283,549.

    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 4,253 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $274,871.

    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 4,525 shares
    Change vs previous 13F -3,019 shares

    <0.01% of the 13F portfolio, value $401,264.

    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 7,544 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $745,099.

    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).