Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: V position timeline

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

Steward Partners Investment Advisory, LLC held 370,512 V 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 370,512 shares
    Change vs previous 13F -162,668 shares

    0.65% of the 13F portfolio, value $127,118,951.

    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 533,180 shares
    Change vs previous 13F +75,688 shares

    0.82% of the 13F portfolio, value $161,148,318.

    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 457,492 shares
    Change vs previous 13F +10,040 shares

    0.88% of the 13F portfolio, value $160,447,232.

    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 447,452 shares
    Change vs previous 13F +168,233 shares

    0.88% of the 13F portfolio, value $152,750,858.

    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 279,219 shares
    Change vs previous 13F +8,953 shares

    0.77% of the 13F portfolio, value $99,136,596.

    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 270,266 shares
    Change vs previous 13F -1,006 shares

    0.84% of the 13F portfolio, value $94,717,591.

    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 271,272 shares
    Change vs previous 13F -9,595 shares

    0.76% of the 13F portfolio, value $85,732,674.

    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 280,867 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $77,224,339.

    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).