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Steward Partners Investment Advisory, LLC: WDS position timeline

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

Steward Partners Investment Advisory, LLC held 2,530 WDS 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 2,530 shares
    Change vs previous 13F +2,329 shares

    <0.01% of the 13F portfolio, value $48,884.

    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 201 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $4,800.

    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 303 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $4,724.

    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 438 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $6,592.

    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 1,174 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,115.

    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 1,174 shares
    Change vs previous 13F -457 shares

    <0.01% of the 13F portfolio, value $17,011.

    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 1,631 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $25,444.

    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 1,513 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,084.

    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).