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Steward Partners Investment Advisory, LLC: TSEC position timeline

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

Steward Partners Investment Advisory, LLC held 106,514 TSEC 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 106,514 shares
    Change vs previous 13F +41,802 shares

    0.01% of the 13F portfolio, value $2,749,659.

    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 64,712 shares
    Change vs previous 13F +45,275 shares

    0.01% of the 13F portfolio, value $1,668,922.

    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 19,437 shares
    Change vs previous 13F -850 shares

    <0.01% of the 13F portfolio, value $508,666.

    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 20,287 shares
    Change vs previous 13F -20,189 shares

    <0.01% of the 13F portfolio, value $532,229.

    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 40,476 shares
    Change vs previous 13F -43,246 shares

    0.01% of the 13F portfolio, value $1,057,638.

    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 83,722 shares
    Change vs previous 13F +77,543 shares

    0.02% of the 13F portfolio, value $2,190,168.

    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 6,179 shares
    Change vs previous 13F +1,796 shares

    <0.01% of the 13F portfolio, value $160,500.

    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 4,383 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $116,544.

    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).