Steward Partners Investment Advisory, LLC: TUSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on TUSI, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 742,645 TUSI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 742,645 sharesChange vs previous 13F +108,409 shares
0.1% of the 13F portfolio, value $18,759,220.
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 634,236 sharesChange vs previous 13F -170,555 shares
0.08% of the 13F portfolio, value $16,058,850.
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 804,791 sharesChange vs previous 13F +399,892 shares
0.11% of the 13F portfolio, value $20,389,381.
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 404,899 sharesChange vs previous 13F +127,549 shares
0.06% of the 13F portfolio, value $10,268,247.
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 277,350 sharesChange vs previous 13F +276,760 shares
0.05% of the 13F portfolio, value $7,023,881.
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 590 sharesChange vs previous 13F -589 shares
<0.01% of the 13F portfolio, value $14,939.
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 1,179 sharesChange vs previous 13F +589 shares
<0.01% of the 13F portfolio, value $29,835.
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 590 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $14,986.
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).