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Steward Partners Investment Advisory, LLC: VIGI position timeline

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

Steward Partners Investment Advisory, LLC held 128,156 VIGI 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 128,156 shares
    Change vs previous 13F +11,116 shares

    0.06% of the 13F portfolio, value $11,967,249.

    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 117,040 shares
    Change vs previous 13F +11,956 shares

    0.05% of the 13F portfolio, value $10,353,350.

    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 105,084 shares
    Change vs previous 13F +15,082 shares

    0.05% of the 13F portfolio, value $9,609,961.

    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 90,002 shares
    Change vs previous 13F +9,293 shares

    0.05% of the 13F portfolio, value $8,061,496.

    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 80,709 shares
    Change vs previous 13F +5,446 shares

    0.06% of the 13F portfolio, value $7,273,544.

    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 75,263 shares
    Change vs previous 13F +9,819 shares

    0.06% of the 13F portfolio, value $6,242,288.

    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 65,444 shares
    Change vs previous 13F +837 shares

    0.05% of the 13F portfolio, value $5,234,886.

    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 64,607 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,703,511.

    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).