Steward Partners Investment Advisory, LLC: TDI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on TDI, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 152,353 TDI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 152,353 sharesChange vs previous 13F +67,420 shares
0.03% of the 13F portfolio, value $6,844,276.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,933 sharesChange vs previous 13F +68,148 shares
0.02% of the 13F portfolio, value $3,502,484.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,785 sharesChange vs previous 13F +3,156 shares
<0.01% of the 13F portfolio, value $649,251.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,629 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $507,898.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).