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Steward Partners Investment Advisory, LLC: TCAF position timeline

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

Steward Partners Investment Advisory, LLC held 7,009 TCAF 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 7,009 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $288,070.

    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 7,009 shares
    Change vs previous 13F -524 shares

    <0.01% of the 13F portfolio, value $249,450.

    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 7,533 shares
    Change vs previous 13F +3,541 shares

    <0.01% of the 13F portfolio, value $287,911.

    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 3,992 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $150,498.

    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 3,653 shares
    Change vs previous 13F +443 shares

    <0.01% of the 13F portfolio, value $128,878.

    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 3,210 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $103,619.

    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 3,710 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $123,432.

    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 3,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $123,358.

    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).