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Steward Partners Investment Advisory, LLC: VLUE position timeline

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

Steward Partners Investment Advisory, LLC held 44,990 VLUE 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 44,990 shares
    Change vs previous 13F -6,036 shares

    0.05% of the 13F portfolio, value $8,989,543.

    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 51,026 shares
    Change vs previous 13F -7,471 shares

    0.04% of the 13F portfolio, value $7,255,438.

    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 58,497 shares
    Change vs previous 13F -1,052 shares

    0.04% of the 13F portfolio, value $7,998,269.

    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 59,549 shares
    Change vs previous 13F -1,581 shares

    0.04% of the 13F portfolio, value $7,446,545.

    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 61,130 shares
    Change vs previous 13F -18,271 shares

    0.05% of the 13F portfolio, value $6,920,473.

    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 79,401 shares
    Change vs previous 13F -160 shares

    0.07% of the 13F portfolio, value $8,468,129.

    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 79,561 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $8,402,405.

    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 79,520 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,670,902.

    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).