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Steward Partners Investment Advisory, LLC: USFR position timeline

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

Steward Partners Investment Advisory, LLC held 1,059,710 USFR 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 1,059,710 shares
    Change vs previous 13F +98,270 shares

    0.27% of the 13F portfolio, value $53,356,386.

    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 961,440 shares
    Change vs previous 13F +130,615 shares

    0.25% of the 13F portfolio, value $48,398,869.

    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 830,825 shares
    Change vs previous 13F +40,880 shares

    0.23% of the 13F portfolio, value $41,807,106.

    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 789,945 shares
    Change vs previous 13F -141,764 shares

    0.23% of the 13F portfolio, value $39,710,553.

    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 931,709 shares
    Change vs previous 13F +278,098 shares

    0.37% of the 13F portfolio, value $46,874,282.

    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 653,611 shares
    Change vs previous 13F +46,003 shares

    0.29% of the 13F portfolio, value $32,896,250.

    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 607,608 shares
    Change vs previous 13F -119,646 shares

    0.27% of the 13F portfolio, value $30,574,858.

    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 727,254 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $36,522,680.

    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).