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Steward Partners Investment Advisory, LLC: VMO position timeline

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

Steward Partners Investment Advisory, LLC held 69,010 VMO 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 69,010 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $681,129.

    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 68,010 shares
    Change vs previous 13F +2,006 shares

    <0.01% of the 13F portfolio, value $646,775.

    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 66,004 shares
    Change vs previous 13F -15,150 shares

    <0.01% of the 13F portfolio, value $631,658.

    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 81,154 shares
    Change vs previous 13F -5,663 shares

    <0.01% of the 13F portfolio, value $784,759.

    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 86,817 shares
    Change vs previous 13F -35,403 shares

    0.01% of the 13F portfolio, value $796,977.

    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 122,220 shares
    Change vs previous 13F +7,027 shares

    0.01% of the 13F portfolio, value $1,159,871.

    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 115,193 shares
    Change vs previous 13F +13,364 shares

    0.01% of the 13F portfolio, value $1,119,679.

    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 101,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,045,785.

    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).