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Steward Partners Investment Advisory, LLC: USMV position timeline

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

Steward Partners Investment Advisory, LLC held 558,307 USMV 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 558,307 shares
    Change vs previous 13F -76,054 shares

    0.27% of the 13F portfolio, value $53,854,270.

    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 634,361 shares
    Change vs previous 13F -31,947 shares

    0.3% of the 13F portfolio, value $58,830,568.

    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 666,308 shares
    Change vs previous 13F -38,272 shares

    0.34% of the 13F portfolio, value $62,739,574.

    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 704,580 shares
    Change vs previous 13F +3,873 shares

    0.38% of the 13F portfolio, value $67,033,738.

    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 700,707 shares
    Change vs previous 13F +51,247 shares

    0.51% of the 13F portfolio, value $65,775,355.

    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 649,460 shares
    Change vs previous 13F +17,227 shares

    0.54% of the 13F portfolio, value $60,828,435.

    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 632,233 shares
    Change vs previous 13F +17,257 shares

    0.5% of the 13F portfolio, value $56,135,960.

    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 614,976 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $56,153,477.

    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).