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Steward Partners Investment Advisory, LLC: VRP position timeline

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

Steward Partners Investment Advisory, LLC held 37,128 VRP 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 37,128 shares
    Change vs previous 13F -1,046 shares

    <0.01% of the 13F portfolio, value $902,582.

    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 38,174 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $915,413.

    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 37,491 shares
    Change vs previous 13F -739 shares

    0.01% of the 13F portfolio, value $912,156.

    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 38,230 shares
    Change vs previous 13F -2,072 shares

    0.01% of the 13F portfolio, value $944,281.

    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 40,302 shares
    Change vs previous 13F -3,215 shares

    0.01% of the 13F portfolio, value $985,376.

    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 43,517 shares
    Change vs previous 13F -3,793 shares

    0.01% of the 13F portfolio, value $1,054,852.

    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 47,310 shares
    Change vs previous 13F +6,640 shares

    0.01% of the 13F portfolio, value $1,144,429.

    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 40,670 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $994,788.

    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).