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Steward Partners Investment Advisory, LLC: VIOO position timeline

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

Steward Partners Investment Advisory, LLC held 16,957 VIOO 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 16,957 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $2,332,242.

    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 16,676 shares
    Change vs previous 13F +1,243 shares

    0.01% of the 13F portfolio, value $1,914,871.

    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 15,433 shares
    Change vs previous 13F +447 shares

    0.01% of the 13F portfolio, value $1,712,413.

    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 14,986 shares
    Change vs previous 13F +406 shares

    0.01% of the 13F portfolio, value $1,655,490.

    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 14,580 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $1,475,922.

    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 14,058 shares
    Change vs previous 13F +1,600 shares

    0.01% of the 13F portfolio, value $1,356,726.

    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 12,458 shares
    Change vs previous 13F +1,313 shares

    0.01% of the 13F portfolio, value $1,321,034.

    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 11,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,205,696.

    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).