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Steward Partners Investment Advisory, LLC: VOT position timeline

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

Steward Partners Investment Advisory, LLC held 57,481 VOT 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 57,481 shares
    Change vs previous 13F +3,536 shares

    0.09% of the 13F portfolio, value $17,606,466.

    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 53,945 shares
    Change vs previous 13F +2,444 shares

    0.07% of the 13F portfolio, value $13,882,679.

    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 51,501 shares
    Change vs previous 13F -13,698 shares

    0.08% of the 13F portfolio, value $14,376,107.

    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 65,199 shares
    Change vs previous 13F +17,492 shares

    0.11% of the 13F portfolio, value $19,154,758.

    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 47,707 shares
    Change vs previous 13F +616 shares

    0.11% of the 13F portfolio, value $13,567,321.

    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 47,091 shares
    Change vs previous 13F +615 shares

    0.1% of the 13F portfolio, value $11,520,411.

    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 46,476 shares
    Change vs previous 13F +1,116 shares

    0.1% of the 13F portfolio, value $11,793,202.

    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 45,360 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,043,690.

    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).