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Steward Partners Investment Advisory, LLC: THW position timeline

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

Steward Partners Investment Advisory, LLC held 169,075 THW 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 169,075 shares
    Change vs previous 13F +4,234 shares

    0.01% of the 13F portfolio, value $2,265,605.

    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 164,841 shares
    Change vs previous 13F +26,794 shares

    0.01% of the 13F portfolio, value $1,923,694.

    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 138,047 shares
    Change vs previous 13F +14,660 shares

    0.01% of the 13F portfolio, value $1,764,241.

    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 123,387 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $1,554,676.

    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 123,693 shares
    Change vs previous 13F -55,772 shares

    0.01% of the 13F portfolio, value $1,269,090.

    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 179,465 shares
    Change vs previous 13F +6,232 shares

    0.02% of the 13F portfolio, value $2,069,231.

    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 173,233 shares
    Change vs previous 13F -18,877 shares

    0.02% of the 13F portfolio, value $1,907,295.

    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 192,110 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,549,300.

    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).