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Steward Partners Investment Advisory, LLC: TLT position timeline

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

Steward Partners Investment Advisory, LLC held 183,826 TLT 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 183,826 shares
    Change vs previous 13F +14,025 shares

    0.08% of the 13F portfolio, value $15,886,257.

    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 169,801 shares
    Change vs previous 13F +25,583 shares

    0.08% of the 13F portfolio, value $14,720,066.

    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 144,218 shares
    Change vs previous 13F -458 shares

    0.07% of the 13F portfolio, value $12,570,037.

    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 144,676 shares
    Change vs previous 13F +7,336 shares

    0.07% of the 13F portfolio, value $12,929,690.

    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 137,340 shares
    Change vs previous 13F +26,075 shares

    0.09% of the 13F portfolio, value $12,120,247.

    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 111,265 shares
    Change vs previous 13F -29,104 shares

    0.09% of the 13F portfolio, value $10,128,421.

    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 140,369 shares
    Change vs previous 13F +12,077 shares

    0.11% of the 13F portfolio, value $12,258,428.

    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 128,292 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,585,440.

    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).