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Steward Partners Investment Advisory, LLC: SYY position timeline

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

Steward Partners Investment Advisory, LLC held 28,498 SYY 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 28,498 shares
    Change vs previous 13F +6,420 shares

    0.01% of the 13F portfolio, value $2,381,840.

    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 22,078 shares
    Change vs previous 13F +137 shares

    0.01% of the 13F portfolio, value $1,574,874.

    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 21,941 shares
    Change vs previous 13F +1,146 shares

    0.01% of the 13F portfolio, value $1,616,785.

    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 20,795 shares
    Change vs previous 13F +416 shares

    0.01% of the 13F portfolio, value $1,712,219.

    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 20,379 shares
    Change vs previous 13F -711 shares

    0.01% of the 13F portfolio, value $1,543,548.

    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 21,090 shares
    Change vs previous 13F +679 shares

    0.01% of the 13F portfolio, value $1,582,602.

    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 20,411 shares
    Change vs previous 13F +1,208 shares

    0.01% of the 13F portfolio, value $1,560,675.

    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 19,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,498,962.

    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).