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Steward Partners Investment Advisory, LLC: VIG position timeline

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

Steward Partners Investment Advisory, LLC held 496,181 VIG 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 496,181 shares
    Change vs previous 13F +3,432 shares

    0.6% of the 13F portfolio, value $117,406,354.

    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 492,749 shares
    Change vs previous 13F +21,211 shares

    0.54% of the 13F portfolio, value $105,970,504.

    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 471,538 shares
    Change vs previous 13F +18,745 shares

    0.57% of the 13F portfolio, value $103,634,815.

    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 452,793 shares
    Change vs previous 13F +26,257 shares

    0.56% of the 13F portfolio, value $97,708,235.

    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 426,536 shares
    Change vs previous 13F +21,093 shares

    0.68% of the 13F portfolio, value $87,299,255.

    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 405,443 shares
    Change vs previous 13F +11,032 shares

    0.7% of the 13F portfolio, value $78,652,084.

    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 394,411 shares
    Change vs previous 13F +19,634 shares

    0.69% of the 13F portfolio, value $77,237,483.

    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 374,777 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $74,228,313.

    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).