Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: VONG position timeline

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

Steward Partners Investment Advisory, LLC held 41,861 VONG 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 41,861 shares
    Change vs previous 13F +5,341 shares

    0.03% of the 13F portfolio, value $5,350,209.

    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 36,520 shares
    Change vs previous 13F +26,596 shares

    0.02% of the 13F portfolio, value $4,005,917.

    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 9,924 shares
    Change vs previous 13F +1,148 shares

    0.01% of the 13F portfolio, value $1,208,302.

    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 8,776 shares
    Change vs previous 13F -716 shares

    0.01% of the 13F portfolio, value $1,057,462.

    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 9,492 shares
    Change vs previous 13F +627 shares

    0.01% of the 13F portfolio, value $1,036,494.

    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 8,865 shares
    Change vs previous 13F -86,436 shares

    0.01% of the 13F portfolio, value $822,597.

    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 95,301 shares
    Change vs previous 13F +2,973 shares

    0.09% of the 13F portfolio, value $9,844,580.

    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 92,328 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,911,476.

    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).