Steward Partners Investment Advisory, LLC: TLH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on TLH, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 282,330 TLH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 282,330 sharesChange vs previous 13F -3,258 shares
0.14% of the 13F portfolio, value $28,331,791.
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 285,588 sharesChange vs previous 13F -22,449 shares
0.15% of the 13F portfolio, value $28,764,457.
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 308,037 sharesChange vs previous 13F -13,790 shares
0.17% of the 13F portfolio, value $31,318,076.
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 321,827 sharesChange vs previous 13F +41,333 shares
0.19% of the 13F portfolio, value $33,145,007.
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).
- period ended2025-06-3013F 280,494 sharesChange vs previous 13F +31,173 shares
0.22% of the 13F portfolio, value $28,498,200.
13F-HR 0001723397-25-000005 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 ended2025-03-3113F 249,321 sharesChange vs previous 13F +41,988 shares
0.23% of the 13F portfolio, value $25,867,010.
13F-HR 0001723397-25-000004 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 ended2024-12-3113F 207,333 sharesChange vs previous 13F +33,472 shares
0.18% of the 13F portfolio, value $20,637,938.
13F-HR 0001723397-25-000001 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 ended2024-09-3013F 173,861 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $19,008,193.
13F-HR 0001723397-24-000008 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).