Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: WM position timeline

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

Steward Partners Investment Advisory, LLC held 50,159 WM 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 50,159 shares
    Change vs previous 13F -2,441 shares

    0.06% of the 13F portfolio, value $11,179,341.

    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 52,600 shares
    Change vs previous 13F +12,979 shares

    0.06% of the 13F portfolio, value $12,086,904.

    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 39,621 shares
    Change vs previous 13F +3,494 shares

    0.05% of the 13F portfolio, value $8,705,046.

    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 36,127 shares
    Change vs previous 13F -926 shares

    0.05% of the 13F portfolio, value $7,977,892.

    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 37,053 shares
    Change vs previous 13F +1,374 shares

    0.07% of the 13F portfolio, value $8,478,441.

    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 35,679 shares
    Change vs previous 13F +1,287 shares

    0.07% of the 13F portfolio, value $8,260,065.

    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 34,392 shares
    Change vs previous 13F +514 shares

    0.06% of the 13F portfolio, value $6,940,031.

    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 33,878 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,033,031.

    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).