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Steward Partners Investment Advisory, LLC: USXF position timeline

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

Steward Partners Investment Advisory, LLC held 38,504 USXF 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 38,504 shares
    Change vs previous 13F +2,836 shares

    0.01% of the 13F portfolio, value $2,674,099.

    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 35,668 shares
    Change vs previous 13F -2,869 shares

    0.01% of the 13F portfolio, value $1,968,867.

    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 38,537 shares
    Change vs previous 13F -1,461 shares

    0.01% of the 13F portfolio, value $2,218,983.

    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 39,998 shares
    Change vs previous 13F -5,317 shares

    0.01% of the 13F portfolio, value $2,292,300.

    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 45,315 shares
    Change vs previous 13F -15,270 shares

    0.02% of the 13F portfolio, value $2,443,831.

    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 60,585 shares
    Change vs previous 13F +1,828 shares

    0.02% of the 13F portfolio, value $2,827,512.

    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 58,757 shares
    Change vs previous 13F +8,178 shares

    0.03% of the 13F portfolio, value $2,921,380.

    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 50,579 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,482,417.

    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).