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Steward Partners Investment Advisory, LLC: TFC position timeline

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

Steward Partners Investment Advisory, LLC held 132,130 TFC 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 132,130 shares
    Change vs previous 13F -2,168 shares

    0.03% of the 13F portfolio, value $6,582,734.

    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 134,298 shares
    Change vs previous 13F +57,789 shares

    0.03% of the 13F portfolio, value $6,173,658.

    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 76,509 shares
    Change vs previous 13F -143 shares

    0.02% of the 13F portfolio, value $3,765,019.

    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 76,652 shares
    Change vs previous 13F +9,418 shares

    0.02% of the 13F portfolio, value $3,504,539.

    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 67,234 shares
    Change vs previous 13F -4,569 shares

    0.02% of the 13F portfolio, value $2,890,414.

    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 71,803 shares
    Change vs previous 13F -188,809 shares

    0.03% of the 13F portfolio, value $2,954,699.

    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 260,612 shares
    Change vs previous 13F +207,993 shares

    0.1% of the 13F portfolio, value $11,305,334.

    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 52,619 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,250,496.

    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).