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Steward Partners Investment Advisory, LLC: TDS position timeline

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

Steward Partners Investment Advisory, LLC held 22,561 TDS 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 22,561 shares
    Change vs previous 13F +20,827 shares

    <0.01% of the 13F portfolio, value $834,991.

    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 1,734 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $73,001.

    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 1,734 shares
    Change vs previous 13F -1,268 shares

    <0.01% of the 13F portfolio, value $71,094.

    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 3,002 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $117,798.

    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 3,002 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $106,811.

    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 3,043 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $117,886.

    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 3,061 shares
    Change vs previous 13F -1,642 shares

    <0.01% of the 13F portfolio, value $104,411.

    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 4,703 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,345.

    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).