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Steward Partners Investment Advisory, LLC: TIP position timeline

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

Steward Partners Investment Advisory, LLC held 64,660 TIP 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 64,660 shares
    Change vs previous 13F +27,628 shares

    0.04% of the 13F portfolio, value $7,075,721.

    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 37,032 shares
    Change vs previous 13F +4,472 shares

    0.02% of the 13F portfolio, value $4,086,849.

    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 32,560 shares
    Change vs previous 13F -453 shares

    0.02% of the 13F portfolio, value $3,578,663.

    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 33,013 shares
    Change vs previous 13F -625 shares

    0.02% of the 13F portfolio, value $3,671,719.

    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 33,638 shares
    Change vs previous 13F -2,295 shares

    0.03% of the 13F portfolio, value $3,701,488.

    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 35,933 shares
    Change vs previous 13F -1,212 shares

    0.04% of the 13F portfolio, value $3,991,776.

    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 37,145 shares
    Change vs previous 13F +11,849 shares

    0.04% of the 13F portfolio, value $3,957,781.

    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 25,296 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,794,424.

    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).