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Steward Partners Investment Advisory, LLC: USSG position timeline

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

Steward Partners Investment Advisory, LLC held 23,615 USSG 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 23,615 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $1,640,273.

    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 23,607 shares
    Change vs previous 13F +251 shares

    0.01% of the 13F portfolio, value $1,408,888.

    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 23,356 shares
    Change vs previous 13F -4,592 shares

    0.01% of the 13F portfolio, value $1,483,239.

    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 27,948 shares
    Change vs previous 13F +630 shares

    0.01% of the 13F portfolio, value $1,714,470.

    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 27,318 shares
    Change vs previous 13F +5,737 shares

    0.01% of the 13F portfolio, value $1,553,848.

    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 21,581 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,087,035.

    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 21,581 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,164,942.

    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 21,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,149,723.

    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).