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Steward Partners Investment Advisory, LLC: UUUU position timeline

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

Steward Partners Investment Advisory, LLC held 20,765 UUUU 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 20,765 shares
    Change vs previous 13F -2,047 shares

    <0.01% of the 13F portfolio, value $301,093.

    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 22,812 shares
    Change vs previous 13F +6,334 shares

    <0.01% of the 13F portfolio, value $416,319.

    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 16,478 shares
    Change vs previous 13F +9,701 shares

    <0.01% of the 13F portfolio, value $239,590.

    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 6,777 shares
    Change vs previous 13F -1,750 shares

    <0.01% of the 13F portfolio, value $104,027.

    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 8,527 shares
    Change vs previous 13F +2,368 shares

    <0.01% of the 13F portfolio, value $49,030.

    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 6,159 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,973.

    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 6,159 shares
    Change vs previous 13F +2,442 shares

    <0.01% of the 13F portfolio, value $31,596.

    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 3,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,406.

    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).