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Steward Partners Investment Advisory, LLC: VT position timeline

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

Steward Partners Investment Advisory, LLC held 43,420 VT 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 43,420 shares
    Change vs previous 13F +1,778 shares

    0.03% of the 13F portfolio, value $6,814,746.

    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 41,642 shares
    Change vs previous 13F +6,953 shares

    0.03% of the 13F portfolio, value $5,759,882.

    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 34,689 shares
    Change vs previous 13F -8,705 shares

    0.03% of the 13F portfolio, value $4,893,197.

    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 43,394 shares
    Change vs previous 13F +8,262 shares

    0.03% of the 13F portfolio, value $5,979,736.

    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 35,132 shares
    Change vs previous 13F -3,498 shares

    0.04% of the 13F portfolio, value $4,515,114.

    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 38,630 shares
    Change vs previous 13F +10,407 shares

    0.04% of the 13F portfolio, value $4,479,141.

    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 28,223 shares
    Change vs previous 13F -1,642 shares

    0.03% of the 13F portfolio, value $3,315,690.

    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 29,865 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,574,862.

    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).