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Steward Partners Investment Advisory, LLC: WEC position timeline

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

Steward Partners Investment Advisory, LLC held 36,031 WEC 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 36,031 shares
    Change vs previous 13F +369 shares

    0.02% of the 13F portfolio, value $4,207,360.

    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 35,662 shares
    Change vs previous 13F -3,443 shares

    0.02% of the 13F portfolio, value $4,128,604.

    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 39,105 shares
    Change vs previous 13F +1,344 shares

    0.02% of the 13F portfolio, value $4,124,058.

    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 37,761 shares
    Change vs previous 13F +1,416 shares

    0.02% of the 13F portfolio, value $4,326,987.

    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 36,345 shares
    Change vs previous 13F +1,599 shares

    0.03% of the 13F portfolio, value $3,787,175.

    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 34,746 shares
    Change vs previous 13F +894 shares

    0.03% of the 13F portfolio, value $3,786,618.

    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 33,852 shares
    Change vs previous 13F +2,433 shares

    0.03% of the 13F portfolio, value $3,183,466.

    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 31,419 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,021,870.

    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).