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Steward Partners Investment Advisory, LLC: VOO position timeline

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

Steward Partners Investment Advisory, LLC held 474,935 VOO 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 474,935 shares
    Change vs previous 13F +27,148 shares

    1.67% of the 13F portfolio, value $326,189,923.

    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 447,787 shares
    Change vs previous 13F -41,383 shares

    1.36% of the 13F portfolio, value $267,575,239.

    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 489,170 shares
    Change vs previous 13F +20,584 shares

    1.68% of the 13F portfolio, value $306,773,044.

    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 468,586 shares
    Change vs previous 13F +32,878 shares

    1.64% of the 13F portfolio, value $286,952,729.

    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 435,708 shares
    Change vs previous 13F +12,327 shares

    1.93% of the 13F portfolio, value $247,494,981.

    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 423,381 shares
    Change vs previous 13F -36,370 shares

    1.92% of the 13F portfolio, value $217,579,577.

    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 459,751 shares
    Change vs previous 13F +43,399 shares

    2.2% of the 13F portfolio, value $247,718,183.

    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 416,352 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $219,696,685.

    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).