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Steward Partners Investment Advisory, LLC: USIG position timeline

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

Steward Partners Investment Advisory, LLC held 287,652 USIG 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 287,652 shares
    Change vs previous 13F +19,156 shares

    0.08% of the 13F portfolio, value $14,753,654.

    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 268,496 shares
    Change vs previous 13F +2,199 shares

    0.07% of the 13F portfolio, value $13,755,031.

    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 266,297 shares
    Change vs previous 13F +9,479 shares

    0.08% of the 13F portfolio, value $13,786,198.

    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 256,818 shares
    Change vs previous 13F +4,265 shares

    0.08% of the 13F portfolio, value $13,411,010.

    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 252,553 shares
    Change vs previous 13F +10,469 shares

    0.1% of the 13F portfolio, value $12,991,329.

    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 242,084 shares
    Change vs previous 13F +8,587 shares

    0.11% of the 13F portfolio, value $12,365,631.

    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 233,497 shares
    Change vs previous 13F -28,447 shares

    0.1% of the 13F portfolio, value $11,740,234.

    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 261,944 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,773,025.

    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).