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Steward Partners Investment Advisory, LLC: TY position timeline

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

Steward Partners Investment Advisory, LLC held 38,960 TY 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 38,960 shares
    Change vs previous 13F +865 shares

    0.01% of the 13F portfolio, value $1,341,013.

    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 38,095 shares
    Change vs previous 13F +6,457 shares

    0.01% of the 13F portfolio, value $1,203,421.

    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 31,638 shares
    Change vs previous 13F +17,425 shares

    0.01% of the 13F portfolio, value $1,033,303.

    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 14,213 shares
    Change vs previous 13F +9,875 shares

    <0.01% of the 13F portfolio, value $483,242.

    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 4,338 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $137,341.

    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 4,329 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $132,770.

    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 4,726 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $149,767.

    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 4,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $148,845.

    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).