Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: VO position timeline

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

Steward Partners Investment Advisory, LLC held 861,631 VO 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 861,631 shares
    Change vs previous 13F +669,747 shares

    0.35% of the 13F portfolio, value $69,421,630.

    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 191,884 shares
    Change vs previous 13F +16,805 shares

    0.28% of the 13F portfolio, value $55,104,971.

    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 175,079 shares
    Change vs previous 13F -6,080 shares

    0.28% of the 13F portfolio, value $50,811,741.

    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 181,159 shares
    Change vs previous 13F +10,355 shares

    0.3% of the 13F portfolio, value $53,213,568.

    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 170,804 shares
    Change vs previous 13F +12,755 shares

    0.37% of the 13F portfolio, value $47,796,310.

    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 158,049 shares
    Change vs previous 13F +7,559 shares

    0.36% of the 13F portfolio, value $40,874,850.

    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 150,490 shares
    Change vs previous 13F +5,970 shares

    0.35% of the 13F portfolio, value $39,748,816.

    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 144,520 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $38,128,590.

    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).