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Steward Partners Investment Advisory, LLC: VG position timeline

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

Steward Partners Investment Advisory, LLC held 46,354 VG 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 46,354 shares
    Change vs previous 13F +12,440 shares

    <0.01% of the 13F portfolio, value $515,920.

    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 33,914 shares
    Change vs previous 13F +21,922 shares

    <0.01% of the 13F portfolio, value $534,480.

    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 11,992 shares
    Change vs previous 13F -2,983 shares

    <0.01% of the 13F portfolio, value $81,783.

    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 14,975 shares
    Change vs previous 13F +7,274 shares

    <0.01% of the 13F portfolio, value $212,499.

    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 7,701 shares
    Change vs previous 13F +6,501 shares

    <0.01% of the 13F portfolio, value $119,982.

    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 1,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,360.

    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).