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Steward Partners Investment Advisory, LLC: VTV position timeline

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

Steward Partners Investment Advisory, LLC held 434,881 VTV 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 434,881 shares
    Change vs previous 13F +6,068 shares

    0.48% of the 13F portfolio, value $94,773,542.

    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 428,813 shares
    Change vs previous 13F +12,471 shares

    0.43% of the 13F portfolio, value $84,133,099.

    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 416,342 shares
    Change vs previous 13F +9,069 shares

    0.44% of the 13F portfolio, value $79,516,966.

    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 407,273 shares
    Change vs previous 13F +66,822 shares

    0.44% of the 13F portfolio, value $75,952,471.

    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 340,451 shares
    Change vs previous 13F -38,818 shares

    0.47% of the 13F portfolio, value $60,171,357.

    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 379,269 shares
    Change vs previous 13F +8,816 shares

    0.58% of the 13F portfolio, value $65,514,814.

    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 370,453 shares
    Change vs previous 13F +11,750 shares

    0.56% of the 13F portfolio, value $62,717,628.

    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 358,703 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $62,618,730.

    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).