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Steward Partners Investment Advisory, LLC: TOTL position timeline

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

Steward Partners Investment Advisory, LLC held 381,539 TOTL 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 381,539 shares
    Change vs previous 13F +19,629 shares

    0.08% of the 13F portfolio, value $15,059,343.

    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 361,910 shares
    Change vs previous 13F +38,727 shares

    0.07% of the 13F portfolio, value $14,378,675.

    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 323,183 shares
    Change vs previous 13F +11,354 shares

    0.07% of the 13F portfolio, value $13,008,118.

    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 311,829 shares
    Change vs previous 13F +30,138 shares

    0.07% of the 13F portfolio, value $12,650,886.

    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 281,691 shares
    Change vs previous 13F +38,883 shares

    0.09% of the 13F portfolio, value $11,298,632.

    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 242,808 shares
    Change vs previous 13F +114,309 shares

    0.09% of the 13F portfolio, value $9,782,743.

    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 128,499 shares
    Change vs previous 13F +3,643 shares

    0.04% of the 13F portfolio, value $5,061,592.

    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 124,856 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,169,032.

    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).