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Steward Partners Investment Advisory, LLC: VST position timeline

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

Steward Partners Investment Advisory, LLC held 77,031 VST 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 77,031 shares
    Change vs previous 13F -485 shares

    0.06% of the 13F portfolio, value $12,219,357.

    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 77,516 shares
    Change vs previous 13F +19,969 shares

    0.06% of the 13F portfolio, value $11,652,887.

    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 57,547 shares
    Change vs previous 13F +23,166 shares

    0.05% of the 13F portfolio, value $9,284,045.

    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 34,381 shares
    Change vs previous 13F +4,848 shares

    0.04% of the 13F portfolio, value $6,735,987.

    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 29,533 shares
    Change vs previous 13F +5,888 shares

    0.04% of the 13F portfolio, value $5,723,746.

    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 23,645 shares
    Change vs previous 13F -11,569 shares

    0.02% of the 13F portfolio, value $2,776,838.

    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 35,214 shares
    Change vs previous 13F +15,516 shares

    0.04% of the 13F portfolio, value $4,854,924.

    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 19,698 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,334,987.

    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).