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Steward Partners Investment Advisory, LLC: WCMI position timeline

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

Steward Partners Investment Advisory, LLC held 410,930 WCMI 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 410,930 shares
    Change vs previous 13F -2,483 shares

    0.04% of the 13F portfolio, value $8,041,897.

    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 413,413 shares
    Change vs previous 13F +398,695 shares

    0.04% of the 13F portfolio, value $6,932,936.

    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 14,718 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $250,353.

    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 14,400 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $242,928.

    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 13,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,992.

    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).